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State Farm Investment Management Corp. CRD 3487
$12.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-24 |
Branch Locations
309 N 5Th St Ste D, Sunbury, PA 17801 • United States
999 N Loyalsock Ave Ste 3, Montoursville, PA 17754 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chad Jacobson's Insurance Agency | Sunbury | PA | 02/2026 | Present |
| Chris Reis Insurance Agency | Sunbury | PA | 02/2025 | 03/2026 |
| Ups | Northumberland | PA | 08/2020 | Present |
| Blue Mountain Finishing, Inc. | Leesport | PA | 07/2009 | 07/2020 |
| State Farm Investment Management Corp | Sunbury | PA | 08/2026 | Present |
| State Farm Vp Management Corp | Sunbury | PA | 08/2026 | Present |
| Chad Jacobson's Insurance Agency | Montoursville | PA | 02/2026 | Present |
| State Farm Investment Management Corp | Montoursville | PA | 08/2026 | Present |
| State Farm Vp Management Corp | Montoursville | PA | 08/2026 | Present |
1) Chad Jacobson's Insurance Agency; Investment-related; 1481 Montour Blvd Danville, PA 17821 and 999 N Loyalsock Ave Ste 3 Montoursville, PA 17754; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 02/04/2025; 80; 80; Service customers 2) Stanish Supreme Mobile Detailing; Investment Related; 124 Fairmount Ave Sunbury, PA 17801; Service Industry; Owner; 05/01/2024; 5; 0; detailing/cleaning cars 3) UPS; Non-Investment Related; 844 Point Township Dr Northumberland, PA 17857; Other; Employee; 08/13/2020; 100; 0; Package delivery
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-24 |
| S65 | Uniform Investment Adviser Law Examination | 2026-04-18 |
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