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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
NY RA APPROVED 2023-08-11
  • NY RA
    APPROVED
    Since 2023-08-11

Branch Locations

Jordan, NY • 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
John Neri Insurance Agency Auburn NY 04/2021 09/2023
State Farm Vp Management Corp Jordan NY 08/2023 Present
State Farm Insurance Jordan NY 11/2020 03/2021
Thryv Syracuse NY 02/2019 11/2020
United Auto Syracuse NY 01/2019 02/2019
Syracure Corporation Syracuse NY 01/2017 01/2019
Bank Of America Syracuse NY 03/2016 12/2016
State Farm Investment Management Corp Jordan NY 08/2023 Present
State Farm Insyrance Jordan NY 09/2023 Present
  • 04/2021 → 09/2023
    John Neri Insurance Agency
    Auburn, NY
  • 08/2023 → Present
    State Farm Vp Management Corp
    Jordan, NY
  • 11/2020 → 03/2021
    State Farm Insurance
    Jordan, NY
  • 02/2019 → 11/2020
    Thryv
    Syracuse, NY
  • 01/2019 → 02/2019
    United Auto
    Syracuse, NY
  • 01/2017 → 01/2019
    Syracure Corporation
    Syracuse, NY
  • 03/2016 → 12/2016
    Bank Of America
    Syracuse, NY
  • 08/2023 → Present
    Jordan, NY
  • 09/2023 → Present
    State Farm Insyrance
    Jordan, NY
Other Businesses

1) 245 E Main St, LLC; investment-related; 245 E Main St Elbridge, NY 13060; Investment or Commercial Property; Owner; none; 5/14/2024; 1; 0; Duties: Privately held rental building

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-08-05
S65 Uniform Investment Adviser Law Examination 2023-07-07
  • S63 Uniform Securities Agent State Law Examination
    2023-08-05
  • S65 Uniform Investment Adviser Law Examination
    2023-07-07
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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