Jermaine Phillips

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

• 01/2009 → 11/2024
  State Farm Vp Management Corp.
  Houston, TX
• 04/2007 → Present
  Dufry
  Houston, TX
• 10/2009 → 11/2024
  Jermaine Phillips Insurance Agency
  Houston, TX
• 11/2024 → Present
  State Farm Insurance
  Cypress, TX
• 11/2024 → Present
  State Farm Vp Management Corp
  Cypress, TX
• 11/2025 → Present
  State Farm Investment Management Corp
  Cypress, TX

Other Businesses

1) Houston Community College; non investment related; 3100 Main St. Houston TX 77002; Community College; 04/22/2020; Advisory Committee For Insurance. Program is designed to prepare students for a career in insurance, as well as, the TX General Lines Property and Casualty exam. TX Higher Education Coordinating Board, HCC must have an Advisory Committee for each workforce program ; 1;1;

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-03-05

Designations

• Chartered Financial Consultant