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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
GA RA APPROVED 2023-02-13
AL RA APPROVED 2023-02-10
  • GA RA
    APPROVED
    Since 2023-02-13
  • AL RA
    APPROVED
    Since 2023-02-10

Branch Locations

923 Bankhead Hwy, Carrollton, GA 30117 • United States

108 Stonebridge Blvd Ste. F, Bremen, GA 30110 • 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 Templeton Insurance Agency Carrollton GA 09/2014 Present
State Farm Vp Management Corp Carrollton GA 09/2014 Present
State Farm Investment Management Corp Carrollton GA 02/2023 Present
State Farm Vp Management Corp Bremen GA 07/2023 Present
Jason Templeton Insurance Agency Bremen GA 07/2023 Present
State Farm Investment Management Corp Bremen GA 07/2023 Present
  • 09/2014 → Present
    Jason Templeton Insurance Agency
    Carrollton, GA
  • 09/2014 → Present
    State Farm Vp Management Corp
    Carrollton, GA
  • 02/2023 → Present
    Carrollton, GA
  • 07/2023 → Present
    State Farm Vp Management Corp
    Bremen, GA
  • 07/2023 → Present
    Jason Templeton Insurance Agency
    Bremen, GA
  • 07/2023 → Present
    Bremen, GA
Other Businesses

1) LUCKIE EQUITY LLC; INVESTMENT-RELATED; PO BOX 2533, CARROLLTON, GA,30112; INVESTMENT OR COMMERCIAL PROPERTY; 50% OWNER/TREASURER; 2/2/2010; 10 HR/MO; 5 HR/MO; CONTROL CHECKBOOK, REVIEW STATEMENTS, PAY BILLS, CHECK SIGNATORY AUTHORITY, REAL ESTATE BUYING DECISION. 2) Three Trades, LLC; investment-related; P O Box 2533, Carrollton, GA 30112; Investment or Commercial Property; Owner/President/33%; 09/23/2016; 10hr/mo. 0hr/mo.; no duties listed 3) Carrollton Real Estate, LLC; Investment-Related; 115 S Ole Hickory Trail, Carrollton, GA 30117; Investment or Commercial Property; Owner-50%; Real Estate Holding Firm; 10/31/2018; Partner in Real Estate; 10 HR/MO & 0 HR/MO. 4) Jason Templeton's Insurance Agency; Insurance Agency; Investment-related; 923 Bankhead Hwy Carrollton, GA 30117-1921; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 9/1/2014; 80; 80; Service customers and supervise employees 5) Six Trades, LLC; investment-related; 100 Wagon Yard Plaza Carrollton GA 30117; investment or commercial property; partner; partner; 08/23/2022; 10; 5; Buy commercial/residential property to fix up and sell or rent. None known at this time other than to potentially coordinate work at properties. 6) MonTonSon Development, LLC; investment -related; P.O. Box 2533, Carrollton, GA 30112; Investment or Commercial Property; Partner; 04/28/2023; 10;0; Review bank statements, control of checkbook. There are dual controls on account, 3 partners and 3 partners have to sign. 7) Keel Cypress LLC; Non-Investment Related; 4434 Sutherland Avenue Unit 10667 Knoxville, TN 37919; Other; Partner; None; 08/01/2026; 1; 0; None

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-03-03
  • S63 Uniform Securities Agent State Law Examination
    2014-03-03
Designations

View on SEC IAPD

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