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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-20
  • FL RA
    APPROVED
    Since 2026-01-20

Branch Locations

238 Canal Blvd Ste 4, Ponte Vedra Beach, FL 32082 • 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
Jim Jaramillo Insurance Agency Palm Beach Gardens FL 06/2016 08/2022
Lisa Swinson Insurance Agency Palm Beach Gardens FL 07/2017 08/2022
State Farm Vp Management Corp Palm Beach Gardens FL 02/2022 08/2022
State Farm Vp Management Corp Stuart FL 08/2022 03/2023
State Farm Insurance Stuart FL 08/2022 03/2023
State Farm Investment Management Corp Stuart FL 10/2022 03/2023
Carly Jackson Insurance Agency Ponte Vedra Beach FL 03/2023 Present
State Farm Investment Management Corp Ponte Vedra Beach FL 03/2023 Present
State Farm Vp Management Corp Ponte Vedra Beach FL 03/2023 Present
  • 06/2016 → 08/2022
    Jim Jaramillo Insurance Agency
    Palm Beach Gardens, FL
  • 07/2017 → 08/2022
    Lisa Swinson Insurance Agency
    Palm Beach Gardens, FL
  • 02/2022 → 08/2022
    State Farm Vp Management Corp
    Palm Beach Gardens, FL
  • 08/2022 → 03/2023
    State Farm Vp Management Corp
    Stuart, FL
  • 08/2022 → 03/2023
    State Farm Insurance
    Stuart, FL
  • 10/2022 → 03/2023
    Stuart, FL
  • 03/2023 → Present
    Carly Jackson Insurance Agency
    Ponte Vedra Beach, FL
  • 03/2023 → Present
    Ponte Vedra Beach, FL
  • 03/2023 → Present
    State Farm Vp Management Corp
    Ponte Vedra Beach, FL
Other Businesses

1) Carly Jackson's Insurance Agency; Investment-related; 238 Canal Blvd Ste 4 Ponte Vedra Beach FL 32082; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 03/01/2023; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-03
  • S65 Uniform Investment Adviser Law Examination
    2022-10-03
Other Names
  • Carly Suzanna Jackson
  • Carly Suzanne Jackson
  • Carly Suzanne Jackson-Brennalt

View on SEC IAPD

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