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James Moyer

State Farm Investment Management Corp.

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About James Moyer

James Moyer is a financial advisor with State Farm Investment Management Corp. located in Avon, Ohio. James is registered with both the state of Ohio and FINRA. James Moyer also operates James Moyer's Insurance Agency in Westlake, Ohio. This agency is involved with State Farm Mutual Automobile Insurance Company and its affiliates. James's background includes experience with a variety of companies including American Express Financial Advisors Inc. and IDS Life Insurance Company. James Moyer has been in the financial industry since 1991 and currently holds Series 63, 65, 66, 7, and SIE securities licenses.

Firm Information

James Moyer 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 Moyer’s Registration & Firm History

OH

12/26/2023 - Present

State Farm Investment Management Corp. (Avon OH)

MN

12/21/2001 - 04/30/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

12/21/2001 - 04/30/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 12/27/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/05/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 01/09/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/03/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/03/2023

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Moyer.
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