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Jamie Marie Smith

State Farm Investment Management Corp.

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About Jamie Marie Smith

Jamie Marie Smith is a financial advisor with State Farm Investment Management Corp. Jamie is registered with the state of Texas, as well as Arkansas, New Mexico, and Oklahoma. Jamie has been in the financial services industry since 2007. Jamie's firm, State Farm Investment Management Corp., is headquartered in Bloomington, Illinois, and has been in business since 1993. The firm manages over $10 billion in assets.

Firm Information

Jamie Smith 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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Jamie Smith’s Registration & Firm History

TX

06/13/2023 - Present

State Farm Investment Management Corp. (Amarillo TX)

TX

05/12/2003 - 02/11/2019

STATE FARM VP MANAGEMENT CORP. (LUBBOCK TX)

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Licenses & Designations

IA

Issued 06/05/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/14/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/05/2022

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jamie Marie Smith.
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