Benjamin Taylor Berumen

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2017 → Present
  Taylor Berumen Insurance Agency
  Tyler, TX
• 05/2017 → 10/2017
  State Farm Insurance
  Tyler, TX
• 07/2015 → 05/2017
  Dennis Bost Insurance Agency
  Little Rock, AR
• 12/2021 → Present
  State Farm Vp Management Corp.
  Tyler, TX
• 01/2023 → Present
  State Farm Investment Management Corp
  Tyler, TX

Other Businesses

1) Benjamin Berumen's Insurance Agency; Investment-related; 2701 W SW Loop 323 Ste 400 Tyler, TX 75701-9216; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/1/2017; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-19
• S63 Uniform Securities Agent State Law Examination
  2022-09-01