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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
FL RA APPROVED 2024-07-19
  • FL RA
    APPROVED
    Since 2024-07-19

Branch Locations

Ft Walton Beach, FL • United States

8158 Navarre Pkwy Suite A, Navarre, FL 32566 • 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 Insurance Ft Walton Beach FL 04/2024 11/2024
State Farm Vp Management Corp. Ft Walton Beach FL 05/2024 11/2024
Jennifer D Schweikert Llc Ft Walton Beach FL 11/2019 04/2024
Lids Sports Group Ft Walton Beach FL 06/2016 11/2019
State Farm Investment Management Corp Ft Walton Beach FL 05/2024 11/2024
Jenny Roberts Insurance Agency Navarre FL 11/2024 Present
State Farm Investment Management Corp Navarre FL 11/2024 Present
State Farm Vp Management Corp Navarre FL 11/2024 Present
  • 04/2024 → 11/2024
    State Farm Insurance
    Ft Walton Beach, FL
  • 05/2024 → 11/2024
    State Farm Vp Management Corp.
    Ft Walton Beach, FL
  • 11/2019 → 04/2024
    Jennifer D Schweikert Llc
    Ft Walton Beach, FL
  • 06/2016 → 11/2019
    Lids Sports Group
    Ft Walton Beach, FL
  • 05/2024 → 11/2024
    Ft Walton Beach, FL
  • 11/2024 → Present
    Jenny Roberts Insurance Agency
    Navarre, FL
  • 11/2024 → Present
    Navarre, FL
  • 11/2024 → Present
    State Farm Vp Management Corp
    Navarre, FL
Other Businesses

1) Jenny Roberts' Insurance Agency; Investment-related; 8158 Navarre Pkwy Ste A Navarre, FL 32566; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/1/2024; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-29
  • S65 Uniform Investment Adviser Law Examination
    2024-06-29
Other Names
  • Jenny E Anania

View on SEC IAPD

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