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Evan Joseph Profeta

State Farm Investment Management Corp.

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About Evan Joseph Profeta

Evan Profeta is a financial advisor with State Farm Investment Management Corp. Evan has been in the financial services industry since April 2001 and has experience in both brokerage and investment advisory services. Evan is licensed in Florida, Georgia, and South Carolina. Evan has earned the Series 6, Series 7, Series 63 and Series 65 securities licenses. Evan is a member of Forsyth County Education Foundation. Evan is a registered representative of State Farm Investment Management Corp. and is also an agent of State Farm Mutual Automobile Insurance Company and its affiliates.

Firm Information

Evan Profeta is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Evan Profeta’s Registration & Firm History

GA

01/05/2023 - Present

State Farm Investment Management Corp. (Cumming GA)

NY

02/12/2001 - 07/29/2002

MONY SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/15/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/16/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2001

Series 7 - General Securities Representative Examination

BC

Issued 02/09/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Evan Joseph Profeta.
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