Eric Wayne Lusby

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

• 01/2001 → Present
  Eric Lusby Insurance Agency
  Grand Junction, CO
• 01/2001 → Present
  State Farm Vp Management Corp.
  Grand Junction, CO
• 08/2018 → Present
  State Farm Investment Management Corp
  Grand Junction, CO

Previous Registrations

• 2003-12-09 → 2007-09-11
  State Farm Investment Management Corp.
  Grand Junction, CO
  Grand Junction, CO

Other Businesses

1) Eric Lusby's Insurance Agency; Insurance Agency; Investment-related; 2584 Patterson Rd Ste 1 Grand Junction, CO 81505-1451; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2000; 80; 80; Service customers and supervise employees 2) Eric Lusby - Property #1 (Personally Held Real Estate); investment-related; 2584 Patterson Rd #1 Grand Junction, CO 81505; Investment or Commercial Property; Owner; none; 11/10/2006; 1; 0; Duties: Privately held rental building 3) Eric Lusby - Property #2 (Personally Held Real Estate); investment-related; 1315 Kennedy Grand Junction, CO 81501; Investment or Commercial Property; Owner; none; 8/1/2021; 1; 0; Duties: Privately held rental building 4) Eric Lusby - Property #3 (Personally Held Real Estate); investment-related; 139 S Maple Fruita, CO 81521; Investment or Commercial Property; Owner; none; 3/1/2021; 1; 0; Duties: Privately held rental building 5) Eric Lusby - Property #4 (Personally Held Real Estate); investment-related; 1321 Kennedy Grand Junction, CO 81501; Investment or Commercial Property; Owner; none; 5/1/2014; 1; 0; Duties: Privately held rental building

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-12-20

Designations

• Chartered Financial Consultant