Cole Jerome Smith

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

• 12/2019 → Present
  Scott Richter Insurance Agency
  Colorado Spgs, CO
• 09/2022 → Present
  State Farm Vp Managment Corp
  Colorado Spgs, CO
• 05/2018 → 12/2019
  Dolly
  Seattle, WA
• 06/2019 → 09/2019
  365 Sports
  Durham, NC
• 11/2018 → 03/2019
  Home Depot
  Rockland, MA
• 01/2018 → 05/2018
  Extended Travel
  Colorado Springs, CO
• 01/2015 → 01/2018
  Scott Richter Insurance Agency
  Colorado Springs, CO
• 01/2024 → Present
  State Farm Investment Management Corp
  Colorado Springs, CO

Other Businesses

1) Scott Richter Insurance Agency; Investment-related; 5885 Stson Hlls, Blvd Ste 130, Colorado Spgs, CO 80923-3584; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 12/30/2019; 80; 80; Service customers

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-16