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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
FL RA APPROVED 2025-10-28
GA RA APPROVED 2025-08-21
  • FL RA
    APPROVED
    Since 2025-10-28
  • GA RA
    APPROVED
    Since 2025-08-21

Branch Locations

7768 Cumming Hwy Ste 300, Canton, GA 30115 • 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
Jan Rooney Insurance Agency Canton GA 04/2014 Present
State Farm Vp Management Corp Canton GA 04/2014 Present
State Farm Investment Management Corp Canton GA 08/2018 06/2019
Regional Business Coalition Of Metropolitan Atlanta, Inc Atlanta GA 04/2022 Present
State Farm Investment Management Corp Canton GA 08/2025 Present
Other Businesses

1) Family Promise; non-investment-related; P. O. box 3305, Cumming, GA 30028; Public Service; Director; President; 01/01/2023; 4; 0; Serve on board to help with strategic direction and marketing non-profit to the community. 2) Janelle Rooney's Insurance Agency; Insurance Agency; Investment-related; 7768 Cumming Hwy Ste 300 Canton, GA 30115-2984; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 4/1/2014; 80; 80; Service customers and supervise employees 3) Regional Business Coalition of Metropolitan Atlanta, Inc; non-investment-related; 3535 Peachtree Rd NE Atlanta GA 30326; Association/Committee/Council; Director; title; 05/03/2022; 1; 1; Duties 4) Cumming Forsyth Chamber of Commerce - Board Member; non-investment-related; 314 West main Street Cumming GA 30040; Chamber of Commerce; officer; vice president; 01/01/2023; 12; 6; duties 5) Bald Ridge Lodge; Non-Investment Related; 505 Lakeland Plaza, Unit 302 Cumming, GA 30040; Public Service; Board Member; None; 01/01/2026; 1; 0; Attend board meetings and review the operation of the organization. Strictly visionary oversight.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-19
S63 Uniform Securities Agent State Law Examination 2013-10-01
  • S65 Uniform Investment Adviser Law Examination
    2025-08-19
  • S63 Uniform Securities Agent State Law Examination
    2013-10-01
Other Names
  • Jan Rooney
  • Janelle Truesdell
  • Jan Truesdell

View on SEC IAPD

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