James Andrew Soukup

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

• 11/2018 → Present
  James Soukup Insurance Agency
  Phoenix, AZ
• 01/2015 → 11/2018
  State Farm
  Phoenix, AZ
• 12/2023 → Present
  State Farm Vp Management Corp.
  Phoenix, AZ
• 12/2023 → Present
  State Farm Investment Management Corp
  Phoenix, AZ

Other Businesses

1) James Soukup's Insurance Agency; Investment-related; 4040 E Camelback Rd Ste 275 Phoenix, AZ 85018; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;11/01/2018; 80; 80; Service customers and supervise employees

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-03-16
• S65 Uniform Investment Adviser Law Examination
  2023-12-09