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James Edward Martin

State Farm Investment Management Corp.

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About James Edward Martin

James Martin is a financial professional with over 20 years of experience in the industry. James has been with State Farm Investment Management Corp. since 2018, and currently holds registrations as an Investment Advisor Representative in Kansas, Missouri and Oklahoma. James has a strong background in securities, having held previous positions at AXA Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. James holds Series 6, 7, 63 and 65 securities licenses and is a member of the State Farm VP Management Corp. and Olathe Public School Foundation Board. James is also the owner of James Martin's Insurance Agency, a State Farm Agency serving the Olathe, Kansas community.

Firm Information

James Martin 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 Martin’s Registration & Firm History

KS

10/22/2024 - Present

State Farm Investment Management Corp. (Olathe KS)

OK

05/05/2014 - 05/19/2020

STATE FARM VP MANAGEMENT CORP. (TULSA OK)

NY

11/01/2002 - 11/11/2004

AXA ADVISORS, LLC (NEW YORK NY)

NY

05/22/2001 - 12/05/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

11/17/1993 - 03/28/2001

AXA ADVISORS, LLC (NEW YORK NY)

NY

11/17/1993 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/20/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/23/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/09/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for James Edward Martin. Review regulatory record here.
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