Julia Catherine Wilhite

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

• 01/2019 → Present
  Julia Wilhite Insurance Agency
  Sulphur Springs, TX
• 05/2022 → Present
  State Farm Vp Management Corp.
  Sulphur Springs, TX
• 08/2018 → 12/2018
  State Farm Insurance
  Sulphur Springs, TX
• 06/2014 → 07/2018
  Martin Brower
  Roanoke, TX
• 07/2022 → Present
  State Farm Investment Management Corp
  Sulpher Springs, TX

Other Businesses

1) Connected Community Project; non-investment-related; 320 Church St. #1577 Sulphur Springs TX 75483; This is a 501(c)3 organization that puts on Main Street Uncorked, a wine a music festival in Sulphur Springs, Tx. All proceeds of the event are donated to a local charity each year.; 8;0; I help plan the event and get sponsorships lined up. 2) Rotary Club of Sulphur Springs; non-investment-related; PO Box 203 Sulphur Springs TX 75482; Local Rotary Club; director; 03/01/2019; 5;5; 3) Rodan & Fields; non-investment-related; 213 CR 3512 Dike, TX 75437; Retail; 11/01/2016; Director and Independent Contractor; 1;0. 4) Julia Wilhite Insurance Agency; Investment-related; 1030 Gilmer St Sulphur Spgs, TX 75482-4351; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2019; 80; 80; Service customers and supervise employees

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-07-07

Designations

• Chartered Financial Consultant

Other Names

• Julia Catherine Coleman
• Julia Catherine Anderson