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James Anthony Brummitt

State Farm Investment Management Corp.

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About James Anthony Brummitt

James Brummitt is an investment advisor representative registered with State Farm Investment Management Corp. James has been in the industry since December 10, 2000. James is currently registered with the state of Oklahoma. James holds licenses for Series 6, Series 63 and Series 65. James also holds the SIE exam certification. James is associated with State Farm Investment Management Corp. James has worked with State Farm Investment Management Corp. since June 2023. James also owns James Brummitt's Insurance Agency, an insurance agency that is investment-related. James has been the owner and agent of this agency since June 1, 2001. James provides investment advice to individuals and investment companies.

Firm Information

James Brummitt 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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James Brummitt’s Registration & Firm History

OK

06/29/2023 - Present

State Farm Investment Management Corp. (OKLAHOMA CITY OK)

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Licenses & Designations

IA

Issued 06/27/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/06/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Anthony Brummitt.
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