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Rollie Everett Stephens

State Farm Investment Management Corp.

Paramus, NJ

CRD 5751570

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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
NJ RA APPROVED 2025-12-24
MI RA APPROVED 2018-12-22
OH RA APPROVED 2018-08-03
  • NJ RA
    APPROVED
    Since 2025-12-24
  • MI RA
    APPROVED
    Since 2018-12-22
  • OH RA
    APPROVED
    Since 2018-08-03

Branch Locations

Paramus, NJ • 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. Strongsville OH 09/2015 03/2023
State Farm Insurance Strongsville OH 09/2015 03/2023
State Farm Investment Management Corp. Strongsville OH 08/2018 03/2023
State Farm Insurance Paramus NJ 03/2023 Present
State Farm Vp Management Corp. Paramus NJ 03/2023 Present
State Farm Investment Management Corp. Paramus NJ 03/2023 Present
  • 09/2015 → 03/2023
    State Farm Vp Management Corp.
    Strongsville, OH
  • 09/2015 → 03/2023
    State Farm Insurance
    Strongsville, OH
  • 08/2018 → 03/2023
    State Farm Investment Management Corp.
    Strongsville, OH
  • 03/2023 → Present
    State Farm Insurance
    Paramus, NJ
  • 03/2023 → Present
    State Farm Vp Management Corp.
    Paramus, NJ
  • 03/2023 → Present
    State Farm Investment Management Corp.
    Paramus, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-22
S63 Uniform Securities Agent State Law Examination 2010-03-22
  • S65 Uniform Investment Adviser Law Examination
    2018-12-22
  • S63 Uniform Securities Agent State Law Examination
    2010-03-22

View on SEC IAPD

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