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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-04-23
AZ RA APPROVED 2022-02-09
CA RA APPROVED 2022-01-24
  • OR RA
    APPROVED
    Since 2026-04-23
  • AZ RA
    APPROVED
    Since 2022-02-09
  • CA RA
    APPROVED
    Since 2022-01-24

Branch Locations

9560 Cuyamaca St. Suite 104, Santee, CA 92071 • 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. Santee CA 03/2013 Present
James Cassady Insurance Agency Santee CA 11/2013 Present
State Farm Investment Management Corp Santee CA 01/2022 Present
  • 03/2013 → Present
    State Farm Vp Management Corp.
    Santee, CA
  • 11/2013 → Present
    James Cassady Insurance Agency
    Santee, CA
  • 01/2022 → Present
    Santee, CA
Other Businesses

1) ALL IN LLC; Investment-Related 9560 CUYAMACA STREET, SANTEE CA 92071; LLC OWNING STATE FARM AGENCY OFFICE BUILDING; 50% PARTNER WITH WIFE; NOT INVESTMENT RELATED; SINCE 01/08/2019; NO TENANTS OTHER THAN MY AGENCY. NO DUTIES. 2) James Cassady's Insurance Agency; Investment-related; 9560 Cuyamaca St Ste 104 Santee, CA 92071-2689; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/2013; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-04-16
  • S63 Uniform Securities Agent State Law Examination
    2013-04-16
Designations
Other Names
  • Jim Cassady

View on SEC IAPD

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