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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
AL RA APPROVED 2026-04-15
MS RA APPROVED 2026-04-15
  • AL RA
    APPROVED
    Since 2026-04-15
  • MS RA
    APPROVED
    Since 2026-04-15

Branch Locations

2521 Rocky Ridge Rd, Vestavia Hills, AL 35243 • United States

Hoover, AL • 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
Drew Carter Insurance Agency Vestavia Hills AL 06/2017 Present
State Farm Vp Management Corp. Vestavia Hills AL 04/2026 Present
State Farm Insurance Birmingham AL 02/2017 06/2017
Jeff Zachary Insurance Agency Jackson MS 02/2015 02/2017
State Farm Investment Management Corp Vestavia Hills AL 04/2026 Present
  • 06/2017 → Present
    Drew Carter Insurance Agency
    Vestavia Hills, AL
  • 04/2026 → Present
    State Farm Vp Management Corp.
    Vestavia Hills, AL
  • 02/2017 → 06/2017
    State Farm Insurance
    Birmingham, AL
  • 02/2015 → 02/2017
    Jeff Zachary Insurance Agency
    Jackson, MS
  • 04/2026 → Present
    Vestavia Hills, AL
Other Businesses

1) Drew Carter's Insurance Agency; Investment-related; 2521 Rocky Ridge Rd Vestavia Hills, AL 35243; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2017; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-06-12
  • S63 Uniform Securities Agent State Law Examination
    2024-06-12
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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