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Jeremy Scott Fulkerson

State Farm Investment Management Corp.

Charlotte, NC

CRD 5650349

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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
VA RA APPROVED 2025-05-08
SC RA APPROVED 2025-02-13
NC RA APPROVED 2022-05-31
  • VA RA
    APPROVED
    Since 2025-05-08
  • SC RA
    APPROVED
    Since 2025-02-13
  • NC RA
    APPROVED
    Since 2022-05-31

Branch Locations

4805 Park Rd Ste. 103, Charlotte, NC 28209 • 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
Jeremy Fulkerson Insurance Agency Charlotte NC 01/2010 Present
State Farm Vp Management Corp. Charlotte NC 01/2010 Present
State Farm Investment Management Corp Charlotte NC 05/2022 Present
  • 01/2010 → Present
    Jeremy Fulkerson Insurance Agency
    Charlotte, NC
  • 01/2010 → Present
    State Farm Vp Management Corp.
    Charlotte, NC
  • 05/2022 → Present
    Charlotte, NC
Other Businesses

1) Jeremy Fulkerson's Insurance Agency; Insurance Agency; Investment-related; 4805 Park Rd Ste 103 Charlotte, NC 28209-3676; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2010; 80; 80; Service customers and supervise employees 2) South Park Youth Association; Non-investment-related; 5713 Rileys Ridge Rd Charlotte, NC 28226; Other; Board Member; none; 12/22/2023; 50; 0; Duties: This is a youth sports nonprofit, and I will be serving on the board of directors as the commissioner of baseball. 3) Charlotte Mecklenburg Schools; non-investment-related; 5001 Camilla Dr, Charlotte, NC 28226; Other (Baseball Coach); Other; None; 02/18/2025; 15;10; Other Duties.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-06-14
  • S63 Uniform Securities Agent State Law Examination
    2009-06-14
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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