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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2020-08-27
OR RA APPROVED 2020-08-24
AZ RA APPROVED 2020-08-19
CA RA APPROVED 2018-08-09
  • NV RA
    APPROVED
    Since 2020-08-27
  • OR RA
    APPROVED
    Since 2020-08-24
  • AZ RA
    APPROVED
    Since 2020-08-19
  • CA RA
    APPROVED
    Since 2018-08-09

Branch Locations

821 Folsom St Suite 101, San Francisco, CA 94107-6110 • United States

3581 Mount Diablo Blvd #225, Lafayette, CA 94549 • 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 Vp Management Corp San Francisco CA 05/2008 Present
Jacob Stewart Insurance Agency San Francisco CA 05/2008 Present
State Farm Investment Management Corp. San Francisco CA 08/2018 Present
Jacob Stewart Insurance Agency Lafayette CA 04/2023 Present
State Farm Investment Management Corp. Lafayette CA 04/2023 Present
State Farm Vp Management Corp Lafayette CA 04/2023 Present
  • 05/2008 → Present
    State Farm Vp Management Corp
    San Francisco, CA
  • 05/2008 → Present
    Jacob Stewart Insurance Agency
    San Francisco, CA
  • 08/2018 → Present
    San Francisco, CA
  • 04/2023 → Present
    Jacob Stewart Insurance Agency
    Lafayette, CA
  • 04/2023 → Present
    Lafayette, CA
  • 04/2023 → Present
    State Farm Vp Management Corp
    Lafayette, CA
Other Businesses

1) Court Saver; Non-Investment Related; 12 Bien Venida Orinda, CA 94563; Other; Owner/President; 08/01/2019; 8;0; Product Development, Engaging in Patent Process. 2) Jacob Stewart's Insurance Agency; Insurance Agency; Investment-related; 821 Folsom St Ste 101 San Francisco, CA 94107-6110; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2006; 80; 80; Service customers and supervise employees 3) PDOP LLC; Investment-related; 490 Post St #1606 San Francisco, CA 94102; Investment Property; Owner; President; 12/1/2023; 1; 1; This LLC owns a commercial condo. 4) Jake Stewart - Property #1 (Personally Held Real Estate); investment-related; 12 Bien Venida Orinda, CA 94563; Investment or Commercial Property; Owner; none; 10/26/2018; 1; 0; Duties: Personally Held Real Estate 5) Jake Stewart - Property #2 (Personally Held Real Estate); investment-related; 12 Bien Venida Orinda, CA 94563; Investment or Commercial Property; Owner; none; 10/31/2017; 1; 0; Duties: Personally Held Real Estate 6) Jake Stewart - Property 3 (Personally Held Real Estate); investment-related; 12 Bien Venida Orinda, CA 94563; Investment or Commercial Property; Owner; none; 10/27/2017; 1; 0; Duties: Personally Held Real Estate 7) Jake Stewart - Property #4 (Personally Held Real Estate); investment-related; 12 Bien Venida Orinda, CA 94563; Investment or Commercial Property; Owner; none; 12/22/2023; 1; 0; Duties: Personally Held Real Estate 8) Water For Good; Non-investment-related; PO Box 2868 Bentonville, AR 72712; Other; Director; Treasurer; 05/15/2025; 2; 1; Duties: International Development 9) Blue Lake Bliss; investment-related; 406 Mauna Kea Dr Arnold, CA 95223; Investment or Commercial Property; Owner; none; 9/25/2024; 1; 0; Duties: Personally Held Real Estate 10) Jake Stewart - Property #5 (Personally Held Real Estate); investment-related; 2011 Wildflower Dr Centerton, AR 72719; Investment or Commercial Property; Owner; none; 6/15/2025; 1; 0; Duties: Personally Held Real Estate

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-08-31
  • S63 Uniform Securities Agent State Law Examination
    2005-08-31
Designations

View on SEC IAPD

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