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Zackary James Bilbrey

State Farm Investment Management Corp.

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About Zackary James Bilbrey

Zackary Bilbrey is a financial advisor who specializes in providing investment advice for individuals and investment companies. Zackary holds a Series 65 license and is registered as an investment advisor in the state of Texas. Zackary has been in the industry since December 2022 and is currently employed by State Farm Investment Management Corp. Zackary is based in Cibolo, TX and has branch offices in New Braunfels and Spring Branch, TX. In addition to his work with State Farm Investment Management Corp, Zackary is also a team member at Jeremy Fuller's Insurance Agency.

Firm Information

Zackary Bilbrey 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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Zackary Bilbrey’s Registration & Firm History

TX

04/28/2023 - Present

State Farm Investment Management Corp. (Cibolo TX)

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Licenses & Designations

IA

Issued 04/26/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/27/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/26/2022

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

BC

Issued 11/19/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zackary James Bilbrey.
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