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Jeffrey Conrad Herman

State Farm Investment Management Corp.

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About Jeffrey Conrad Herman

Jeffrey Conrad Herman is a financial advisor who has been working in the financial industry since 1998. Herman has a strong foundation in the industry, holding licenses in multiple states and passing various exams. Herman is a registered representative and investment advisor representative with State Farm Investment Management Corp. Herman is also an insurance agent with Jeff Herman Insurance Agency. Herman offers a variety of services to his clients, including portfolio management for individuals and investment companies. Herman is dedicated to helping his clients achieve their financial goals.

Firm Information

Jeffrey Herman 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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Jeffrey Herman’s Registration & Firm History

TN

01/15/2019 - Present

State Farm Investment Management Corp. (Bartlett TN)

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Licenses & Designations

IA

Issued 01/14/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/22/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/04/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/30/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Conrad Herman.
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