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James Edward Banks

State Farm Investment Management Corp.

Lake Stevens, WA

CRD 5765936

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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
CA RA APPROVED 2022-04-04
WA RA APPROVED 2022-04-04
  • CA RA
    APPROVED
    Since 2022-04-04
  • WA RA
    APPROVED
    Since 2022-04-04

Branch Locations

Lake Stevens, WA • 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 Bakersfield CA 03/2010 04/2022
James Banks Insurance Agency Bakersfield CA 01/2011 02/2020
State Farm Insurance Bakersfield WA 03/2020 04/2022
State Farm Investment Management Corp. Lake Stevens WA 04/2022 Present
State Farm Insurance Lake Stevens WA 04/2022 Present
State Farm Vp Management Corp Lake Stevens WA 04/2022 Present
  • 03/2010 → 04/2022
    State Farm Vp Management Corp
    Bakersfield, CA
  • 01/2011 → 02/2020
    James Banks Insurance Agency
    Bakersfield, CA
  • 03/2020 → 04/2022
    State Farm Insurance
    Bakersfield, WA
  • 04/2022 → Present
    State Farm Investment Management Corp.
    Lake Stevens, WA
  • 04/2022 → Present
    State Farm Insurance
    Lake Stevens, WA
  • 04/2022 → Present
    State Farm Vp Management Corp
    Lake Stevens, WA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-04-09
  • S63 Uniform Securities Agent State Law Examination
    2010-04-09
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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