Joseph R Taylor

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

Authority	Category	Status	Date
WI	RA	APPROVED	2020-10-05
IL	RA	APPROVED	2018-08-20

WI RA
APPROVED

Since 2020-10-05
IL RA
APPROVED

Since 2018-08-20

Branch Locations

601 W Golf Rd Ste 102, Mt Prospect, IL 60056-4276 • United States

Crystal Lake, IL • 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

Organization	City	State	From	To
Joseph Taylor Insurance Agency	Mount Prospect	IL	09/2014	Present
State Farm Vp Management Corp.	Mount Prospect	IL	09/2014	Present
State Farm Investment Management Corp.	Mount Prospect	IL	08/2018	Present

09/2014 → Present

Joseph Taylor Insurance Agency

Mount Prospect, IL
09/2014 → Present

State Farm Vp Management Corp.

Mount Prospect, IL
08/2018 → Present

State Farm Investment Management Corp.

Mount Prospect, IL

Previous Registrations

2006-10-25 → 2008-12-31

State Farm Investment Management Corp.

Des Plaines, IL

Other Businesses

1) Joseph Taylor's Insurance Agency; Insurance Agency; Investment-related; 601 W Golf Rd Ste 102 Mt Prospect, IL 60056-4276; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/2001; 80; 80; Service customers and supervise employees

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1999-01-06

S63 Uniform Securities Agent State Law Examination

1999-01-06

Designations

Chartered Financial Consultant

Other Names

Joe Taylor

View on SEC IAPD