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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
AR RA APPROVED 2024-05-30
OK RA APPROVED 2024-05-01
LA RA APPROVED 2023-02-09
TX RA APPROVED 2023-02-09
  • AR RA
    APPROVED
    Since 2024-05-30
  • OK RA
    APPROVED
    Since 2024-05-01
  • LA RA
    APPROVED
    Since 2023-02-09
  • TX RA
    APPROVED
    Since 2023-02-09

Branch Locations

116 W. Baker Road, Baytown, TX 77521 • United States

308 Avondale St, Houston, TX 77006 • 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. Houston TX 04/2014 Present
Jeremy Henry Insurance Agency Houston TX 12/2014 Present
State Farm Investment Management Corp Houston TX 02/2023 Present
State Farm Vp Management Corp. Baytown TX 11/2023 Present
Jeremy Henry Insurance Agency Baytown TX 11/2023 Present
State Farm Investment Management Corp Baytown TX 11/2023 Present
  • 04/2014 → Present
    State Farm Vp Management Corp.
    Houston, TX
  • 12/2014 → Present
    Jeremy Henry Insurance Agency
    Houston, TX
  • 02/2023 → Present
    Houston, TX
  • 11/2023 → Present
    State Farm Vp Management Corp.
    Baytown, TX
  • 11/2023 → Present
    Jeremy Henry Insurance Agency
    Baytown, TX
  • 11/2023 → Present
    Baytown, TX
Other Businesses

1) Jeremy Henry's Insurance Agency; Insurance Agency; Investment-related; 308 Avondale St Houston, TX 77006-3114; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/1/2014; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-06-15
  • S63 Uniform Securities Agent State Law Examination
    2014-06-15
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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