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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
GA RA APPROVED 2023-11-29
NC RA APPROVED 2023-11-28
SC RA APPROVED 2022-06-06
  • GA RA
    APPROVED
    Since 2023-11-29
  • NC RA
    APPROVED
    Since 2023-11-28
  • SC RA
    APPROVED
    Since 2022-06-06

Branch Locations

Charleston, SC • United States

914 Folly Rd Suite C, Charleston, SC 29412 • 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 Insurance Spring TX 11/2014 04/2017
Brown & Brown Insurance Of South Carolina Charleston SC 04/2017 04/2019
State Farm Insurance Charleston SC 12/2019 12/2022
State Farm Vp Management Corp. Charleston SC 06/2022 Present
Brown & Brown Insurance Of South Carolina Charleston SC 04/2019 12/2019
Jason Hughes' Insurance Agency Charleston SC 01/2023 Present
State Farm Investment Management Corp Charleston SC 05/2022 Present
  • 11/2014 → 04/2017
    State Farm Insurance
    Spring, TX
  • 04/2017 → 04/2019
    Brown & Brown Insurance Of South Carolina
    Charleston, SC
  • 12/2019 → 12/2022
    State Farm Insurance
    Charleston, SC
  • 06/2022 → Present
    State Farm Vp Management Corp.
    Charleston, SC
  • 04/2019 → 12/2019
    Brown & Brown Insurance Of South Carolina
    Charleston, SC
  • 01/2023 → Present
    Jason Hughes' Insurance Agency
    Charleston, SC
  • 05/2022 → Present
    Charleston, SC
Other Businesses

1) Salt Creek Boiled Peanuts; Non-Investment-Related; 737 Leafwood Rd., Charleston, SC 29412; Retail; Owner; 10/1/2017; 0, 0; No Duties 2) Salt Creek Real Estate Advisors; Investment-Related; 737 Leafwood Rd., Charleston, SC 29412; Investment or Commercial Property; Owner; 7/1/2017; 0, 0; No Duties, personal use only. 3) Lucky Fourteen Enterprises LLC; Investment-Related; 737 Leafwood Rd., Charleston, SC 29412; Investment or Commercial Property; Partner; 8/4/2021; No Duties 4) Salt Creek Woodworks LLC/Lowcountry Builders Advantage LLC; Non-Investment-Related; 737 Leafwood Rd., Charleston, SC 29412; Purchase building material from restricted suppliers; Owner; 8/1/2021; 0, 0; No Duties 5) Salt Creek Builders LLC; Non-Investment-Related; 737 Leafwood Rd., Charleston, SC 29412; Service Industry; Owner; 8/1/2021; 1, 0; Using this for personal construction projects. 6) Jason Hughes' Insurance Agency; Investment-related; 914 Folly Rd Ste C Charleston, SC 29412; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2023; 80; 80; Service customers and supervise employees 7) Beechwood Professional Center owners Association Inc; non-investment-related; 914 Folly Road Charleston SC 29412; Association/Committee/Council; Officer; Vice President; 08/01/2025; 1;0; Business Office Condo Association - Agent's office is located in association. One of four unit-owners (seven units). 8) Jason & Kerin Hughes - Personally Held Real Estate (Property #1); investment-related; 737 Leafwood Dr. Charleston, SC. 29412; Investment or Commercial Property; Owner; None; 07/07/2025;2;0; Residential Real Estate Rental - Short to Mid-term 9) Valbridge Property Advisors; Non-Investment Related; 1250 Fairmont Ave Mt Pleasant, SC 29464; Service Industry; Independent Contractor; None; 06/15/2026; 4; 0; Reopen form previously closed: Associating my apprentice permit license to meet upcoming renewal requirements. Continuing education coursework and hours required to continue license. Stay current on industry and market developments.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-05
S63 Uniform Securities Agent State Law Examination 2022-04-15
  • S65 Uniform Investment Adviser Law Examination
    2022-05-05
  • S63 Uniform Securities Agent State Law Examination
    2022-04-15

View on SEC IAPD

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