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James O'Regan

State Farm Investment Management Corp.

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About James O'Regan

James O'Regan is a registered investment advisor representative with State Farm Investment Management Corp.. James has been in the industry since December 2024. James has passed the Uniform Investment Adviser Law Examination (S65) and the Uniform Securities Agent State Law Examination (S63). James is currently registered in Georgia. In addition to being a registered investment advisor representative, James also works as an intern at State Farm and is the owner of Marcelino Accounting Services LLC.

Firm Information

James O'Regan 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 O'Regan’s Registration & Firm History

GA

12/23/2024 - Present

State Farm Investment Management Corp. (Peachtree City GA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James O'Regan.
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