Lee Richard Gabardi

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2020 → 10/2025
  Self-Employed
  Ocean Springs, MS
• 01/2016 → 05/2018
  Metropolitan Bank/Renasant Bank
  Nashville, TN
• 06/2018 → 12/2019
  Studio Bank
  Nashville, TN
• 11/2025 → Present
  Jimmy Carr's Insurance Agency
  Oxford, MS
• 01/2026 → Present
  State Farm Vp Management Corp.
  Oxford, MS
• 01/2026 → Present
  State Farm Investment Management Corp
  Oxford, MS

Other Businesses

1) Jimmy Carr's Insurance Agency; Investment-related; A2153 S Lamar Blvd Ste 100 Oxford, MS 38655; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 11/13/2025; 80; 80; Service customers

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-10-22
• S65 Uniform Investment Adviser Law Examination
  2025-10-10