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James Arthur McBeth

State Farm Investment Management Corp.

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About James Arthur McBeth

James Arthur McBeth is an investment advisor representative registered with State Farm Investment Management Corp. James has been in the industry since 1999 and has experience with State Farm VP Management Corp. and PFS Investments Inc. James is currently registered in Georgia and South Carolina. James has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the Investment Company Products/Variable Contracts Principal Examination, the Securities Industry Essentials Examination, and the Investment Company Products/Variable Contracts Representative Examination.

Firm Information

James McBeth 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 McBeth’s Registration & Firm History

GA

06/10/2024 - Present

State Farm Investment Management Corp. (Hampton GA)

IL

10/06/2014 - 07/08/2022

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

SC

01/15/2014 - 08/21/2014

PFS INVESTMENTS INC. (SPARTANBURG SC)

SC

05/12/1999 - 12/31/2013

PFS INVESTMENTS INC. (SPARTANBURG SC)

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Licenses & Designations

IA

Issued 12/01/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/22/2010

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/1999

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 Arthur McBeth.
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