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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
TX RA APPROVED 2021-09-15
LA RA APPROVED 2020-12-22
  • TX RA
    APPROVED
    Since 2021-09-15
  • LA RA
    APPROVED
    Since 2020-12-22

Branch Locations

Duson, LA • 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
Jason Denais Insurance Agency Marksville LA 04/2016 08/2021
State Farm Vp Management Corp Marksville LA 04/2016 08/2021
State Farm Investment Management Corp. Marksville LA 12/2020 08/2021
State Farm Investment Management Corp Opelousas LA 09/2021 06/2025
State Farm Vp Management Corp Opelousas LA 09/2021 06/2025
State Farm Insurance Opelousas LA 09/2021 06/2025
State Farm Insurance Duson LA 06/2025 Present
State Farm Investment Management Corp Duson LA 06/2025 Present
State Farm Vp Management Corp Duson LA 06/2025 Present
  • 04/2016 → 08/2021
    Jason Denais Insurance Agency
    Marksville, LA
  • 04/2016 → 08/2021
    State Farm Vp Management Corp
    Marksville, LA
  • 12/2020 → 08/2021
    Marksville, LA
  • 09/2021 → 06/2025
    Opelousas, LA
  • 09/2021 → 06/2025
    State Farm Vp Management Corp
    Opelousas, LA
  • 09/2021 → 06/2025
    State Farm Insurance
    Opelousas, LA
  • 06/2025 → Present
    State Farm Insurance
    Duson, LA
  • 06/2025 → Present
    Duson, LA
  • 06/2025 → Present
    State Farm Vp Management Corp
    Duson, LA
Other Businesses

1. JD Land and Cattle; Investment Related; 3805 S Fieldspan Rd Duson, LA 70529; Investment or Commercial Property; Owner; President; 07/16/2026; 20; 0; Farming

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-15
S63 Uniform Securities Agent State Law Examination 2007-01-16
  • S65 Uniform Investment Adviser Law Examination
    2020-12-15
  • S63 Uniform Securities Agent State Law Examination
    2007-01-16

View on SEC IAPD

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