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Jason Kamahl Roberts

State Farm Investment Management Corp.

Olive Branch, MS

CRD 5145641

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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
MS RA APPROVED 2018-11-05
  • MS RA
    APPROVED
    Since 2018-11-05

Branch Locations

Olive Branch, MS • 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. Pass Christian MS 03/2013 12/2022
State Farm Insurance Pass Christian MS 03/2013 12/2022
State Farm Investment Management Corp. Pass Christian MS 08/2018 12/2022
State Farm Investment Management Corp. Olive Branch MS 12/2022 Present
State Farm Insurance Olive Branch MS 12/2022 Present
State Farm Vp Management Corp. Olive Branch MS 12/2022 Present
  • 03/2013 → 12/2022
    State Farm Vp Management Corp.
    Pass Christian, MS
  • 03/2013 → 12/2022
    State Farm Insurance
    Pass Christian, MS
  • 08/2018 → 12/2022
    Pass Christian, MS
  • 12/2022 → Present
    Olive Branch, MS
  • 12/2022 → Present
    State Farm Insurance
    Olive Branch, MS
  • 12/2022 → Present
    State Farm Vp Management Corp.
    Olive Branch, MS
Other Businesses

1) J K ROBERTS GROUP, LLC; 10738 BOSSIER DR. ALPHARETTA, GA 30022; INVESTMENT-RELATED; 03/2010; OFFICER; COMMERCIAL & RESIDENTIAL LAND DEVELOPMENT, CONSULTING, MANAGEMENT; RESPONSIBLE FOR OVERSEEING PROJECT DEVELOPMENT, FINANCING AND OPERATIONS; 5 HRS/MTH-NONE DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-05
S63 Uniform Securities Agent State Law Examination 2006-06-26
  • S65 Uniform Investment Adviser Law Examination
    2018-11-05
  • S63 Uniform Securities Agent State Law Examination
    2006-06-26

View on SEC IAPD

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