Best Investors Account Sign in

James Edward Russell

State Farm Investment Management Corp.

Roanoke, VA

CRD 6339616

Claim This Profile
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
WV RA APPROVED 2019-08-30
MD RA APPROVED 2019-08-26
VA RA APPROVED 2018-11-26
  • WV RA
    APPROVED
    Since 2019-08-30
  • MD RA
    APPROVED
    Since 2019-08-26
  • VA RA
    APPROVED
    Since 2018-11-26

Branch Locations

Roanoke, VA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
James Russell Insurance Agency Rocky Mount VA 01/2015 06/2019
State Farm Vp Management Corp. Rocky Mount VA 01/2015 06/2019
State Farm Investment Management Corp. Rocky Mount VA 08/2018 06/2019
State Farm Investment Management Corp. Roanoke VA 07/2019 Present
State Farm Vp Management Corp. Roanoke VA 07/2019 Present
State Farm Insurance Roanoke VA 07/2019 Present
  • 01/2015 → 06/2019
    James Russell Insurance Agency
    Rocky Mount, VA
  • 01/2015 → 06/2019
    State Farm Vp Management Corp.
    Rocky Mount, VA
  • 08/2018 → 06/2019
    Rocky Mount, VA
  • 07/2019 → Present
    Roanoke, VA
  • 07/2019 → Present
    State Farm Vp Management Corp.
    Roanoke, VA
  • 07/2019 → Present
    State Farm Insurance
    Roanoke, VA
Other Businesses

1 ) Franklin County Football Boosters Club. non-investment-related, 700 Tanyard Road rocky mount VA 24151, Supporting the operations of the Franklin County High School Football team. officer, treasurer, 05-01-2017,Control of the checkbook, Review bank statements, Make deposits in the checking account, Pay bills/Co-Signor on checking account ,Vote on investing in CD's or Money Market Accounts (bank products), Control of the checkbook, Review bank statements, Make deposits in the checking account, Pay bills/Co-Signor on checking account 1hr/mo. 0hr/mo.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-26
S63 Uniform Securities Agent State Law Examination 2014-06-30
  • S65 Uniform Investment Adviser Law Examination
    2018-11-26
  • S63 Uniform Securities Agent State Law Examination
    2014-06-30
Other Names
  • Jimmy Russell

View on SEC IAPD

More in Roanoke, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor