Marlon Simpson

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

• 08/2023 → 04/2024
  Grainger
  Cleveland, OH
• 10/2020 → 09/2023
  Grainger
  Cleveland, OH
• 09/2015 → 10/2020
  Grainger
  Cleveland, OH
• 04/2024 → 11/2024
  State Farm Insurance
  Pepper Pike, OH
• 04/2024 → Present
  State Farm Vp Management Corp.
  Pepper Pike, OH
• 04/2024 → Present
  State Farm Investment Management Corp
  Pepper Pike, OH
• 11/2024 → Present
  Marlon Simpson Insurance Agency
  Pepper Pike, OH

Other Businesses

1) Changing Seasons LLC; non-investment-related; 4703 Marcie Dr., Cleveland, OH 44109; Other-Ownership of a box truck that is rented out; partner; 04/01/2013; 5;0; Control of checkbook, statements and pay bills 2) Lean Renovation; investment-related; 14040 Cartwright Pkwy, Strongsville, OH 44136; Investment Property; Partner; 02/01/2020; 5;0; Control of checkbook, statements and pay bills 3) Marlon Simpson's Insurance Agency; Investment-related; 30650 Pinetree Rd Suite 8 Pepper Pike, OH 44124; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/1/2024; 80; 80; Service customers and supervise employees 4) Uber; Non-Investment Related; 1455 Market St Floor 4 San Francisco, CA 94103; Service Industry; Independent Contractor; None; 03/16/2026; 30; 0; Uber Driver

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-31
• S63 Uniform Securities Agent State Law Examination
  2024-05-09