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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
VT RA APPROVED 2025-08-12
  • VT RA
    APPROVED
    Since 2025-08-12

Branch Locations

408 E Montpelier Rd, Montpelier, VT 05602-8276 • United States

Milton, VT • 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 Managment Corp. Montpelier VT 10/2014 Present
Richard Jones Insurance Agency Montpelier VT 10/2014 Present
State Farm Investment Management Corp Montpelier VT 08/2025 Present
  • 10/2014 → Present
    State Farm Vp Managment Corp.
    Montpelier, VT
  • 10/2014 → Present
    Richard Jones Insurance Agency
    Montpelier, VT
  • 08/2025 → Present
    Montpelier, VT
Other Businesses

1) Richard Jones' Insurance Agency; Insurance Agency; Investment-related; 408 E Montpelier Rd Montpelier, VT 05602-8276; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/1/2014; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-06-22
S65 Uniform Investment Adviser Law Examination 2025-08-11
  • S63 Uniform Securities Agent State Law Examination
    2026-06-22
  • S65 Uniform Investment Adviser Law Examination
    2025-08-11

View on SEC IAPD

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