JB
John E. Bannon
STATE FARM INVESTMENT MANAGEMENT
Mechanicsville, VA 23111-4710
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CRD#: 3035804
JB
Professional summary
John Eric Bannon, who also goes by Eric Bannon, J Eric Bannon, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Mechanicsville, Virginia and STATE FARM VP MANAGEMENT CORP. located in Mechanicsville, Virginia.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. John has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eric Bannon | J Eric Bannon
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) NAME OF BUSINESS: BANNON HOLDINGS, LLC, INVESTMENT RELATED: NO, ADDRESS: 6372 MECHANICSVILLE TURNPIKE STE 104 MECHANICSVILLE VA 23111, NATURE OF BUSINESS: LLC FORMED TO OWN THE OFFICE CONDO I PURCHASED WHICH WILL BE RENTED BY BANNON INSURANCE AGENCY, INC., POSITION: OFFICER, START DATE: 12/2006, HOURS PER MONTH: 1, HOURS PER MONTH DURING SECURITIES TRADING HOURS:0, DUTIES: SOLE PRINCIPAL IN BANNON HOLDINGS, LLC. ONLY RESPONSIBILITY IS TO MANAGE THE RENTAL CONDO UNIT THAT MY CORPORATION WILL BE RENTING. (2) CHERRYDALE OFFICE PARK CONDO ASSOCIATION. OFFICER. 6372 MECHANICSVILLE TPKE, SUITE 104, MECHANICSVILLE, VA. CONDUCTS QUARTERLY BOARD MEETINGS, MAINTAIN ASSOCIATIONS CHECKING ACCOUNT. DEVOTES 4 HOURS PER MONTH. 0 HOURS DURING SECURITIES TRADING HOURS. NOT INVESTMENT RELATED. (3) JEB_BCBF, LLC; non investment related; 9138 Fox Hill Race Ct, MECHANICSVILLE, VA 23116; RESIDENTIAL REAL ESTATE; MEMBER-50%; 07/17/2012; 1 HR/MTH 0hr/mo; Control of the checkbook, Review bank statements, Make deposits in the checking account, Pay bills/ Co-Signor on checking account 4 ) Poor Boys Retreat, LLC, non investment related, 2096 HArbor LN Virginia beach VA 23454, I am seeking permission to join 8 of my old friends (some of which have become clients) who own 225 acres of land used for recreation (hunting/ATVs/Fishing). For liability purposes, they are forming an LLC and I would like to be a member of the LLC. There is no solicitation of memberships. The only transfer of membership anticipated would be if one of the group moved and the group voted in a new member to take his place and ownership. My only involvement would be as a member of the group and, if allowed, to act as co-Treasurer to handle the accounting of the group. The checking account is the only account and it is a simple interest bearing checking account. There will be no "investing" of group money. It is solely used for the maintenance of the land. I would "buy in" with $15,000 and pay $1,000 a quarter toward maintenance of the land...the same as the other members.treasurer, member, 04-18-2018, Control of the checkbook, Review bank statements, Make deposits in the checking account, Pay bills/Co-Signor on checking account , 1hr/mo 0hr/mo 5) Eric Bannon's Insurance Agency; Insurance Agency; Investment-related; 6372 Mechanicsville Tpke Ste 104 Mechanicsville, VA 23111-4710; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/1998; 80; 80; Service customers and supervise employees
CRS (Client Relationship Summary) - RIA
Click below to view John Eric Bannon'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®
NoneExperience
Current
August 25, 2023 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 6372 Mechanicsville Tpke Ste 104, Mechanicsville, VA 23111-4710RIA
CRD#: 3487
Mechanicsville, VA
Current
July 17, 1998 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 6372 Mechanicsville Tpke Ste 104, Mechanicsville, VA 23111-4710BD
CRD#: 43036
Mechanicsville, VA
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
Virginia(11/16/2000)
IAR
Virginia(8/25/2023)
Exams
State Security Law Exam
State Security Law 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
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Company Information
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487Mechanicsville, VA 23111-4710TRUST BUT VERIFY
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