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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
MT RA APPROVED 2019-02-07
  • MT RA
    APPROVED
    Since 2019-02-07

Branch Locations

900 N Lst Ch Glch St Ste 103, Helena, MT 59601 • 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. Helena MT 10/2015 Present
Jon Miller Insurance Agency Helena MT 10/2015 Present
State Farm Investment Management Corp Helena MT 01/2019 Present
  • 10/2015 → Present
    State Farm Vp Management Corp.
    Helena, MT
  • 10/2015 → Present
    Jon Miller Insurance Agency
    Helena, MT
  • 01/2019 → Present
    Helena, MT
Other Businesses

1) Grandstreet Theatre; non-investment-related; 325 N Park Ave, Helena, MT 59601; Association/Committee/Council; Board member; no title; 9/1/21; 1; 0; 2) Jonathan Miller's Insurance Agency; Insurance Agency; Investment-related; 900 N Lst Ch Glch St Ste 103 Helena, MT 59601-3415; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/2015; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-06
S63 Uniform Securities Agent State Law Examination 2013-06-10
  • S65 Uniform Investment Adviser Law Examination
    2019-02-06
  • S63 Uniform Securities Agent State Law Examination
    2013-06-10
Other Names
  • Jon Miller

View on SEC IAPD

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