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James Robert Carnahan

State Farm Investment Management Corp.

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About James Robert Carnahan

James Robert Carnahan is an investment advisor representative at State Farm Investment Management Corp., based in Ottumwa, Iowa. James Robert Carnahan has been in the industry since February 13, 2009 and has passed the Uniform Investment Adviser Law Examination, Uniform Securities Agent State Law Examination, Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. James Robert Carnahan has passed the Series 6, Series 63 and Series 65 exams. James Robert Carnahan has been registered with the state of Iowa since February 17, 2009 and October 24, 2018. James Robert Carnahan is also a registered representative with FINRA. James Robert Carnahan is also a registered representative with FINRA and has been a registered representative with FINRA since February 17, 2009. James Robert Carnahan is licensed in Iowa as an investment adviser representative. James Robert Carnahan provides portfolio management for individuals and portfolio management for investment companies. James Robert Carnahan also provides financial planning.

Firm Information

James Carnahan 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 Carnahan’s Registration & Firm History

IA

10/24/2018 - Present

State Farm Investment Management Corp. (Ottumwa IA)

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Licenses & Designations

IA

Issued 10/24/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/16/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2009

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 Robert Carnahan.
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