Brad Akio Yamashita

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

• 01/2022 → 08/2026
  Margaret Yamashita Insurance Agency
  Pearl City, HI
• 05/2026 → 08/2026
  State Farm Vp Management Corp
  Pearl City, HI
• 08/2020 → 01/2022
  State Farm Insurance
  Tempe, AZ
• 08/2016 → 05/2020
  Student
  Tempe, AZ
• 05/2020 → 08/2020
  Margaret Yamashita Insurance Agency
  Pearl City, HI
• 07/2017 → 08/2017
  Pacific Transfer Company
  Honolulu, HI
• 06/2018 → 08/2018
  Polo Ralph Lauren
  Waipahu, HI
• 02/2019 → 05/2019
  P.F. Chang's
  Tempe, AZ
• 05/2019 → 08/2019
  Margaret Yamashita Insurance Agency
  Pearl City, HI
• 01/2020 → 03/2020
  Rick West Insurance Agency
  Tempe, AZ
• 05/2026 → 08/2026
  State Farm Investment Management Corp
  Pearl City, HI
• 08/2026 → Present
  State Farm Investment Management Corp
  Mililani, HI
• 08/2026 → Present
  State Farm Vp Management Corp
  Mililani, HI
• 08/2026 → Present
  State Farm Insurance
  Mililani, HI

Other Businesses

1) State Farm; Investment-related; One State Farm Plaza, Bloomington, IL 61710; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); State Farm employee; Intern; 8/8/2026; 80; 80; Service customers

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-05-23
• S65 Uniform Investment Adviser Law Examination
  2026-05-08