Thomas Frederick Daniels

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

• 12/2025 → Present
  State Farm Vp Management Corp.
  Portland, OR
• 11/2005 → 07/2023
  Commonwealth Financial Network
  Waltham, MA
• 11/2005 → 07/2023
  Pacific Crest Financial Group, Llc
  Lake Oswego, OR
• 07/2023 → 03/2025
  Steward Partners Investment Solutions, Llc
  Lake Oswego, OR
• 11/2005 → 02/2025
  Oswego Crest Financial Group, Llc
  Lake Oswego, OR
• 07/2023 → 03/2025
  Steward Partners Investment Advisory, Llc
  Lake Oswego, OR
• 12/2025 → Present
  Jared Dean's Insurance Agency
  Portland, OR
• 03/2025 → 12/2025
  Unemployed
  Portland, OR

Previous Registrations

• 2023-07-31 → 2025-03-07
  Steward Partners Investment Advisory, Llc
  Lake Oswego, OR
  Stamford, CT
• 2005-11-18 → 2023-07-31
  Commonwealth Financial Network
  Lake Oswego, OR
  Lake Oswego, OR
• 2003-04-15 → 2005-12-02
  Citigroup Global Markets Inc.
  Portland, OR

Other Businesses

1) Jared Dean's Insurance Agency; Investment-related; 610 SW Alder St Ste 1000 Portland, OR 97205 and 8283 SW Barbur Blvd Portland, OR 97219; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 12/3/2025E; 80; 80; Service customers 2) Linn Benton Community College; NOT investment-related; 6500 Pacific Blvd, SW Albany, OR 97321; Other; other; none; 12/11/2021; 1; 0; Duties: I serve on an Athletic Advisory Board

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-05-12
• S63 Uniform Securities Agent State Law Examination
  2000-04-26