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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
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
  • CA RA
    APPROVED
    Since 2025-01-01
  • NV RA
    APPROVED
    Since 2025-01-01
  • OR RA
    APPROVED
    Since 2025-01-01
  • ID RA
    APPROVED
    Since 2021-03-19
  • WA RA
    APPROVED
    Since 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

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. Portland OR 01/2011 Present
Jared Dean Insurance Agency Portland OR 06/2011 Present
State Farm Investment Management Corp Portland OR 08/2018 Present
  • 01/2011 → Present
    State Farm Vp Management Corp.
    Portland, OR
  • 06/2011 → Present
    Jared Dean Insurance Agency
    Portland, OR
  • 08/2018 → Present
    Portland, OR
Previous Registrations
  • 2006-05-24 → 2007-07-27
    Country Trust Bank
    Rockford, IL
Other Businesses

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 -

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-05-23
S63 Uniform Securities Agent State Law Examination 2006-05-06
  • S65 Uniform Investment Adviser Law Examination
    2006-05-23
  • S63 Uniform Securities Agent State Law Examination
    2006-05-06

View on SEC IAPD

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