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Jon Randall Fetterman

State Farm Investment Management Corp.

Carlisle, PA

CRD 3170184

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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:

Current Employers
State Farm Investment Management Corp.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-03-15
  • PA RA
    APPROVED
    Since 2023-03-15

Branch Locations

805 E High St, Carlisle, PA 17013 • 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
State Farm Vp Management Corp. Carlisle PA 01/1998 Present
Jon Fetterman Insurance Agency Carlisle PA 12/2002 Present
State Farm Investment Management Corp Carlisle PA 02/2019 08/2019
State Farm Investment Management Corp Carlisle PA 03/2023 Present
Other Businesses

1) Carlisle High School Baseball Booster Club, non-investment-related; 623 W Penn St Carlisle PA 17013; son's high school baseball booster club; board member; 09-01-2019; 1;0. 2) Jon Fetterman's Insurance Agency; Insurance Agency; Investment-related; 805 E High St Carlisle, PA 17013-2610; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2000; 80; 80; Service customers and supervise employees 3) Fetterman Family Rentals LLC; Investment-related; 67 Longstreet Dr Carlisle PA 17013; Investment or Commerical Property; Owner; President; 03/30/2023; 1; 0; Intending to buy a rental property for my son and daughter to live in while at college 4) FCE Realty, LLC; Investment-Related; 2111 Birch Rd Lebanon, PA 17042; Investment or Commercial Property; Partner; 04/15/2022; Pay

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-03
S63 Uniform Securities Agent State Law Examination 2000-06-28
  • S65 Uniform Investment Adviser Law Examination
    2023-03-03
  • S63 Uniform Securities Agent State Law Examination
    2000-06-28

View on SEC IAPD

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