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Jonah Patrick

State Farm Investment Management Corp.

Gastonia, NC

CRD 8066277

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Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-25
GA RA APPROVED 2026-02-23
AL RA APPROVED 2026-02-20
KY RA APPROVED 2026-02-20
MS RA APPROVED 2026-02-20
SC RA APPROVED 2026-02-20
NC RA APPROVED 2025-05-28
  • FL RA
    APPROVED
    Since 2026-03-25
  • GA RA
    APPROVED
    Since 2026-02-23
  • AL RA
    APPROVED
    Since 2026-02-20
  • KY RA
    APPROVED
    Since 2026-02-20
  • MS RA
    APPROVED
    Since 2026-02-20
  • SC RA
    APPROVED
    Since 2026-02-20
  • NC RA
    APPROVED
    Since 2025-05-28

Branch Locations

Gastonia, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Homeschooled Bartow FL 02/2015 05/2018
Kings Mountain High School Kings Mountain NC 05/2018 06/2022
Long Animal Hospital Charlotte NC 05/2020 09/2022
Bessemer City Pool Bessemer City NC 06/2020 06/2022
Kings Mountain Family Ymca Kings Mountain NC 06/2021 08/2022
Katherine Patrick Insurance Agency Mount Holly NC 05/2023 02/2026
University Of Florida Gainesville FL 06/2022 Present
State Farm Vp Management Corp Mount Holly NC 03/2025 Present
State Farm Investment Management Corp Mount Holly NC 05/2025 Present
State Farm Insurance Bloomington IL 02/2026 Present
  • 02/2015 → 05/2018
    Homeschooled
    Bartow, FL
  • 05/2018 → 06/2022
    Kings Mountain High School
    Kings Mountain, NC
  • 05/2020 → 09/2022
    Long Animal Hospital
    Charlotte, NC
  • 06/2020 → 06/2022
    Bessemer City Pool
    Bessemer City, NC
  • 06/2021 → 08/2022
    Kings Mountain Family Ymca
    Kings Mountain, NC
  • 05/2023 → 02/2026
    Katherine Patrick Insurance Agency
    Mount Holly, NC
  • 06/2022 → Present
    University Of Florida
    Gainesville, FL
  • 03/2025 → Present
    State Farm Vp Management Corp
    Mount Holly, NC
  • 05/2025 → Present
    State Farm Investment Management Corp
    Mount Holly, NC
  • 02/2026 → Present
    State Farm Insurance
    Bloomington, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-27
S63 Uniform Securities Agent State Law Examination 2025-05-02
  • S65 Uniform Investment Adviser Law Examination
    2025-05-27
  • S63 Uniform Securities Agent State Law Examination
    2025-05-02

View on SEC IAPD

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