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Jon Farney

President & Director at State Farm Investment Management

Broker registration; no current adviser registrationSEC record checked 17 October 2026

0
Past adviser firms
8
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Jon Farney is President & Director of State Farm Investment Management Corp., a Bloomington investment adviser managing $12.9B. Jon Farney has a current broker registration and no current investment-adviser registration and has passed 8 licensing exams.

Role at State Farm Investment Management

Title on Schedule A
President & Director
Control
Jon Farney is a control person of State Farm Investment Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jon Farney has held the filed role since September 2024.

The firm

State Farm Investment Management Corp.
Bloomington, IL

Form ADV filed 30 April 2026

$12.9B AUM3,575 clients7,930 advisers26 offices

Career on record

Firms and exams, newest first
  1. Passed Series 99TO · 2024
  2. Passed SIE, Series 6TO and Series 26 · 2023
  3. Passed Series 27 · 2005
  4. Passed Series 51 · 2003
  5. Passed Series 63 · 2000
  6. Passed Series 6 · 1997

Registrations and exams

Broker registration; no current adviser registration. Jon Farney has passed 8 qualifying exams.

Examinations

Series 6313 December 2000
Name
Uniform Securities Agent State Law Examination
Series 2622 December 2023
Name
Investment Company Products/Variable Contracts Principal Examination
Series 2724 January 2005
Name
Financial and Operations Principal Examination
Series 5124 March 2003
Name
Municipal Fund Securities Principal Examination
Series 99TO22 February 2024
Name
Operations Professional Examination
Series 6TO6 August 2023
Name
Investment Company Products/Variable Contracts Representative Examination
SIE14 July 2023
Name
Securities Industry Essentials Examination
Series 621 October 1997
Name
Investment Company Products/Variable Contracts Representative Examination

Individual record

Full name
Jon Charles Farney
CRD
2839964
Firm
State Farm Investment Management Corp.
Registration status
Broker registration; no current adviser registration

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Jon Farney work?

Jon Farney has been President & Director of State Farm Investment Management Corp. since September 2024, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 April 2026

Does Jon Farney have a current investment-adviser registration?

Jon Farney has a current broker registration and no current investment-adviser registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Jon Farney passed?

Jon Farney has passed 8 licensing exams: the Series 6, Series 63, Series 51, Series 27, SIE, Series 6TO, Series 26 and Series 99TO. The earliest, the Series 6, was passed in October 1997.

Source: IAPD individual record, checked 17 October 2026

Leadership at State Farm Investment Management

  • Kristyn Cook
    Executive Vice President & Director
  • Arash Ghanbarpour
    Vice President & Director
  • Scott Hintz
    Vice President - Financial and Secretary
  • Sarah Mineau
    Senior Vice President & Director
  • Bradley Montgomery
    Senior Vice President & Director
  • Terrence Ludwig
    Chief Compliance Officer & Treasurer

Sources

  1. IAPD individual record, CRD 2839964. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of State Farm Investment Management Corp., filed 30 April 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jon Farney or State Farm Investment Management Corp. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.