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State Farm Investment Management Corp. CRD 3487
$12.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| NV | RA | APPROVED | 2025-01-01 |
| OR | RA | APPROVED | 2025-01-01 |
| ID | RA | APPROVED | 2021-03-19 |
| WA | RA | APPROVED | 2019-04-29 |
Branch Locations
610 Sw Alder St Ste. 200, Portland, OR 97205 • United States
6605 S Macadam Ave, Portland, OR 97239 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Portland | OR | 01/2011 | Present |
| Jared Dean Insurance Agency | Portland | OR | 06/2011 | Present |
| State Farm Investment Management Corp | Portland | OR | 08/2018 | Present |
1) PennyJack, LLC; INVESTMENT-RELATED; 2605 Lorinda Ln, West Linn, OR 97068; Investment or Commercial Property; Owner; 9/24/2021; 1; 0; Renting office space to tenant. 2) Jared Dean's Insurance Agency; Insurance Agency; Investment-related; 610 SW Alder St Ste 200 Portland, OR 97205-3603; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2011; 80; 80; Service customers and supervise employees 3) JackPenny LLC; investment-related; 8283 SW Barbur Blvd Portland, OR. 97219; Investment or Commercial Property; Owner; None; 09/07/2025; 2;0; owns a commercial office building that houses my State Farm agency and space for additional tenants 4) Economic Development Committee; non-investment-related; 22300 Salamo Rd. West Linn OR. 97068; Association/Committee/Council; Board Chairman; 09/07/2025; 1;0; I will serve on the Economic Development Committee for the City of West Linn. 5) Executive Coaching; Non-investment-related; 1757 Joseph Fields Street West Linn, OR. 97068; Other; Independent Contractor; None; 10/01/2025; 4;0; I will be providing executive coaching regarding sales practices to small businesses -
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-06 |
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