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JH

John J. Harmel

STATE FARM INVESTMENT MANAGEMENT
Jacksonville, TX 75766-5852
Some features on this profile are disabled
CRD#: 3016652
JH

Professional summary


John Jeremy Harmel, who also goes by Jeremy Harmel, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Jacksonville, Texas and STATE FARM VP MANAGEMENT CORP. located in Jacksonville, Texas.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. John has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jeremy Harmel

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) John Harmel's Insurance Agency; Insurance Agency; Investment-related; 1910 S Jackson St Jacksonville, TX 75766-5852; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2000; 80; 80; Service customers and supervise employees. 2) Harmel Investment Properties, LLC; Non-investment-related; 1908 S. Jackson St., Jacksonville, TX 75766; Investment or Commercial Property; Owner; President; 8/23/2017; 8; 0; control of checkbook, review bank statements, make deposits, pay bills/co-signor on checking account. 3)Dill Creek Hunting Club, LLC; Non-investment-related; 1519 CR 1616 Jacksonville, TX 75766; Investment or Commercial Property; Owner; Partner; 6/9/2015; 10; 0; control of checkbook, review bank statements, make deposits, pay bills/co-signor on checking account. 4) Nan Travis Foundation; Non-investment-related; Ragsdale, Jacksonville TX 75766; Membership/Civic/Fraternal Organization; Board Member; Board Member; 12/11/2019; 1; 0; fundraising, monthly meetings. 5) ECHO Mentoring; non-investment-related; 1909 E Rusk St. Jacksonville, TX. 75766; Public Service; Board Member; None; 08/25/2025; 2;1; mentoring to at risk youth 6) Jacksonville Education Foundation; non-investment-related; 800 College Ave. Jacksonville, TX. 75766; Education; Board Member; None; 09/03/2025; 1;1; recognition/reward teachers/admin, provide classroom grants,

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Jeremy Harmel's CRS (Customer Relationship Summary).
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®
None

Experience


Current

August 20, 2018 - Present

STATE FARM INVESTMENT MANAGEMENT CORP.

Office #1: 1910 S Jackson St, Jacksonville, TX 75766-5852
RIA
CRD#: 3487
Jacksonville, TX
Current

May 1, 1998 - Present

STATE FARM VP MANAGEMENT CORP.

Office #1: 1910 S Jackson St, Jacksonville, TX 75766-5852
BD
CRD#: 43036
Jacksonville, TX
Past

September 29, 2011 - April 17, 2014

STATE FARM INVESTMENT MANAGEMENT CORP.

RIA
CRD#: 3487
JACKSONVILLE, TX

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 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
Texas
(3/15/2001)
IAR
Texas
(8/20/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 4/17/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


STATE FARM INVESTMENT MANAGEMENT CORP.
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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STATE FARM INVESTMENT MANAGEMENT CORP. WRAP FEE BROCHURE (3/25/2025)

Direct owners and executive officers


NamePositionCRD#
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANYOWNER
CHEVALIER, JEREL SAMASSISTANT SECRETARY-TREASURER2209892
GRIMES, DAVID ROYVICE PRESIDENT & SECRETARY1432710
GRIZZLE, DAVID RAYASSISTANT SECRETARY/TREASURER4084087
HORTON, STEPHEN LOWELLASSISTANT SECRETARY3124493
JAYNES, DONALD ONEILASSISTANT SECRETARY3124497
JOSLIN, ROGER SCOTTDIRECTOR, VICE PRESIDENT & TREASURER262350
KILLIAN, JOHN JOSEPHDIRECTOR2614915
MOORE, DAVID MICHAELASSISTANT SECRETARY2876793
MOSER, KURT GEORGEDIRECTOR & SENIOR VICE PRESIDENT2065254
RUST, EDWARD BARRY JRDIRECTOR AND PRESIDENT1450795
THOMAS, HOWARD ANDREWASSISTANT SECRETARY-TREASURER3150520
TIPSORD, MICHAEL LEONASSISTANT SECRETARY1943922
TROSINO, VINCENT JOSEPHDIRECTOR1780681

Regulatory assets under management


Total Number of Accounts38
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.

STATE FARM INVESTMENT MANAGEMENT CORP.

CRD#: 3487Jacksonville, TX 75766-5852

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