JV
James F. Voneiff
STATE FARM INVESTMENT MANAGEMENT
Maspeth, NY 11378
Some features on this profile are disabled
CRD#: 2322538
JV
Professional summary
James Ford Voneiff, ChFC®, CLU®, who also goes by Jim F Voneiff, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Maspeth, New York and STATE FARM VP MANAGEMENT CORP. located in Maspeth, New York.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. James has worked at 4 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jim F Voneiff
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) VONEIFF AGENCY LLC; INVESTMENT-RELATED; 65-29 GRAND AVE. MASPETH; NEW YORK 11378; LLC FORMED APPROX. 5 YEARS AGO FOR AGENCY TO SECURE RENTAL SPACE FOR AGENCY. AGENCY RENTS SPACE FROM LLC; OWNER 100%; 5/1/10; AS OWNER I HANDLE ALL THE GENRERAL ACTIVITIES ON THE LLC; 4 HRS/MO; 0 HRS/MO. 2) JVGS Enterprises LLC; Investment-related, 81 Indian head Dr Sayville NY, formed to manage a rental house., partner, 50%,08/10/2017, leading/renting, Control of the checkbook, Review bank statements, make deposits in the checking account, pay bills/Co-Signor on checking account, Maintain the property, 2hr/mo., 0hr/mo. 3) James VonEiff's Insurance Agency; Insurance Agency; Investment-related; 6424 Grand Ave Maspeth, NY 11378-2840; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2005; 80; 80; Service customers and supervise employees 4) Bonita 2305 LLC; investment-related; 3901 Kens Way #2305 Bonita Springs FL 34134; Investment or Commercial Property; Partner; None; 06/16/2022; 1; 0; Control of the checkbook, Review bank statements, make deposits in the checking account, pay bills/Co-Signor on checking account, Property held in own name and LLC manages the Rental Condo.
CRS (Client Relationship Summary) - RIA
Click below to view James Ford Voneiff'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
June 7, 2019 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 6424 Grand Avenue, Maspeth, NY 11378RIA
CRD#: 3487
Maspeth, NY
Current
November 10, 1998 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 6424 Grand Ave, Maspeth, NY 11378-2840BD
CRD#: 43036
Maspeth, NY
Past
March 3, 1993 - May 1, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
BOSTON, MA
Past
March 3, 1993 - August 11, 1998
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, 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
New Jersey(6/7/2019)
IAR
New Jersey(6/7/2019)
RR
New York(8/4/2005)
IAR
New York(8/5/2021)
RR
Pennsylvania(1/13/2023)
IAR
Pennsylvania(1/13/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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.
