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Jarrad Michael Montgomery

State Farm Investment Management Corp.

Cheyenne, WY

Cheyenne, WY

CRD 8143156

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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
CO RA APPROVED 2025-10-08
NE RA APPROVED 2025-10-08
WY RA APPROVED 2025-09-24
  • CO RA
    APPROVED
    Since 2025-10-08
  • NE RA
    APPROVED
    Since 2025-10-08
  • WY RA
    APPROVED
    Since 2025-09-24

Branch Locations

3701 Ridge Rd, Cheyenne, WY 82001 • United States

Cheyenne, WY • 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
State Farm Insurance Vancouver WA 02/2020 09/2025
State Farm Insurance Seattle WA 12/2015 02/2020
State Farm Vp Management Corp. Vancouver WA 08/2025 09/2025
State Farm Vp Management Corp. Cheyenne WY 09/2025 Present
State Farm Insurance Cheyenne WY 09/2025 02/2026
State Farm Investment Management Corp Cheyenne WY 09/2025 Present
Jarrad M Montgomery Insurance Agency Cheyenne WY 02/2026 Present
  • 02/2020 → 09/2025
    State Farm Insurance
    Vancouver, WA
  • 12/2015 → 02/2020
    State Farm Insurance
    Seattle, WA
  • 08/2025 → 09/2025
    State Farm Vp Management Corp.
    Vancouver, WA
  • 09/2025 → Present
    State Farm Vp Management Corp.
    Cheyenne, WY
  • 09/2025 → 02/2026
    State Farm Insurance
    Cheyenne, WY
  • 09/2025 → Present
    Cheyenne, WY
  • 02/2026 → Present
    Jarrad M Montgomery Insurance Agency
    Cheyenne, WY
Other Businesses

1) Jarrad M Montgomery Insurance Agency; Investment Related; 3701 Ridge Rd Cheyenne, WY 82001; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 02/01/2026; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-26
S63 Uniform Securities Agent State Law Examination 2024-02-29
  • S65 Uniform Investment Adviser Law Examination
    2024-03-26
  • S63 Uniform Securities Agent State Law Examination
    2024-02-29

View on SEC IAPD

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