TJ
Timothy L. Johnson
STATE FARM INVESTMENT MANAGEMENT
Virginia Beach, VA 23455-6201
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CRD#: 1735177
TJ
Professional summary
Timothy Lyle Johnson, CFP® is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Virginia Beach, Virginia and STATE FARM VP MANAGEMENT CORP. located in Virginia Beach, Virginia.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Timothy has worked at 13 firms and has passed the Series 63, SIE, Series 6 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Timothy Johnson's Insurance Agency; Insurance Agency; Investment-related; 4530 Professional Circle, Ste. 301, Virginia Beach, VA 23455; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2014; 80; 80; Service customers and supervise employees 2) Clemmer Floors Inc; Non-investment-related; 4445 Corporation Lane Ste 297 Virginia Beach VA 23462; Retail; Owner; President; 04/11/2023; 20; 0; pay bills/co-signor on checking account, control of the checkbook, review bank statements, make deposits in the checking account, lending/borrowing activities, provide flooring for businesses and homes
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Lyle Johnson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
November 1, 2018 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 4530 Professional Circle Suite 301, Virginia Beach, VA 23455-6201RIA
CRD#: 3487
Virginia Beach, VA
Current
April 26, 2013 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 4530 Professional Circle Suite 301, Virginia Beach, VA 23455-6201BD
CRD#: 43036
Virginia Beach, VA
Past
November 21, 2006 - July 21, 2008
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
BD
CRD#: 20804
VIRGINIA BEACH, VA
Past
August 17, 2006 - September 21, 2006
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
NORFOLK, VA
Past
March 6, 2006 - April 1, 2013
THE NORTH LANDING FINANCIAL GROUP, LLC
RIA
CRD#: 137504
CHESAPEAKE, VA
Past
October 11, 2002 - January 6, 2006
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
VIRGINIA BEACH, VA
Past
October 2, 2002 - January 6, 2006
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
SCHAUMBURG, IL
Past
June 10, 2002 - October 10, 2002
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
CHESAPEAKE, VA
Past
April 10, 2002 - October 9, 2002
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
Past
November 23, 1994 - January 31, 2002
USAA INVESTMENT SERVICES COMPANY
BD
CRD#: 5475
SAN ANTONIO, TX
Past
December 10, 1992 - October 14, 1994
DETWILER FENTON WEALTH MANAGEMENT INC
BD
CRD#: 16063
BOSTON, MA
Past
October 20, 1987 - June 12, 1990
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
October 20, 1987 - June 12, 1990
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
District of Columbia(5/13/2024)
IAR
District of Columbia(6/25/2024)
RR
Maryland(8/2/2024)
IAR
Maryland(8/2/2024)
RR
North Carolina(2/28/2024)
IAR
North Carolina(2/28/2024)
RR
Virginia(5/3/2013)
IAR
Virginia(11/1/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
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Contact information
Main Address
One State Farm Plaza B-2, Bloomington, IL 61710-0001
Mailing Address
Phone number
(800) 447-0740
Established
Delaware since 12/09/1966
Firm type
Corporation
Fiscal year end
November
# of Employees
150
SEC notice filing (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | OWNER | |
| CHEVALIER, JEREL SAM | ASSISTANT SECRETARY-TREASURER | 2209892 |
| GRIMES, DAVID ROY | VICE PRESIDENT & SECRETARY | 1432710 |
| GRIZZLE, DAVID RAY | ASSISTANT SECRETARY/TREASURER | 4084087 |
| HORTON, STEPHEN LOWELL | ASSISTANT SECRETARY | 3124493 |
| JAYNES, DONALD ONEIL | ASSISTANT SECRETARY | 3124497 |
| JOSLIN, ROGER SCOTT | DIRECTOR, VICE PRESIDENT & TREASURER | 262350 |
| KILLIAN, JOHN JOSEPH | DIRECTOR | 2614915 |
| MOORE, DAVID MICHAEL | ASSISTANT SECRETARY | 2876793 |
| MOSER, KURT GEORGE | DIRECTOR & SENIOR VICE PRESIDENT | 2065254 |
| RUST, EDWARD BARRY JR | DIRECTOR AND PRESIDENT | 1450795 |
| THOMAS, HOWARD ANDREW | ASSISTANT SECRETARY-TREASURER | 3150520 |
| TIPSORD, MICHAEL LEON | ASSISTANT SECRETARY | 1943922 |
| TROSINO, VINCENT JOSEPH | DIRECTOR | 1780681 |
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 11,294,815,444 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487Virginia Beach, VA 23455-6201TRUST BUT VERIFY
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