JW
Julia B. Whitaker
STATE FARM INVESTMENT MANAGEMENT
Mechanicsvlle, VA 23111
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CRD#: 3046088
JW
Professional summary
Julia Beninghove Whitaker is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Mechanicsvlle, Virginia and STATE FARM VP MANAGEMENT CORP. located in Mechanicsville, Virginia.
Julia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Julia 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
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) BUSINESS RENTAL PROPERTY OWNED BY JULIE WHITAKER; Investment-related; 11/1/14; OWNER 50%; 8601 BROOK ROAD, GLEN ALLEN, VA 80437; INVESTMENT OR COMMERCIAL PROPERTY; COMMERCIAL REAL ESTATE BUILDING. I OWN JOINTLY WITH MY HUSBAND, ROBERT WHITAKER 100%. THERE ARE 2 BUILDINGS ON THE PROPERTY. WE ARE RENTING ONE OF THE BUILDINGS TO NEW TENANTS; MANAGE THE RENTAL PROPERTY; 1 HR/MO; 0 HRS/MO. 2) Whitaker Properties LLC, 01-01-2019, investment-related, President,11071 Crossdale Lane Mechanicsville Virginia 23116; Investment or Commercial Property; Own Office Building at 8601 Brook Road, Glen Allen Va which I rent out. This is a previously listed business but is now in an LLC. Duties Include Collecting Rent, Paying Bills relating to the property and maintaining the property. The LLC is owned jointly with my husband, Robert Mason Whitaker. Net profit= Rental Income less expenses, control of the checkbook, review bank statements, make deposits in the checking account, pay bill s and cosign or on the checking account, 1hr/mo., 3) JBW Properties LLC, investment-related, 01-01-2019, 50%, 11071 Crossdale Lane Mechanicsville VA 23116; Investment or Commercial Property; Own Office Building at 6016 Mechanicsville Turnpike which I rent out. This is a previously listed business but is now in an LLC. Duties Include Collecting Rent, Paying Bills relating to the property and maintaining the property. The LLC is owned jointly with my husband, Robert Mason Whitaker. Control of the checkbook, Review bank statements, make deposits in the checking account, Pay bills/ Co-Signor on checking account, 1hr/mo. 0hr/mo. 4) Julia Whitaker's Insurance Agency; Insurance Agency; Investment-related; 6016 Mechanicsvl Tpke Mechanicsvlle, VA 23111-4564; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 8/1/1984; 80; 80; Service customers and supervise employees
CRS (Client Relationship Summary) - RIA
Click below to view Julia Beninghove Whitaker'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
December 19, 2019 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 6016 Mechansvl Tpke, Mechanicsvlle, VA 23111RIA
CRD#: 3487
Mechanicsvlle, VA
Current
June 30, 1998 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 6016 Mechanicsvl Tpke, Mechanicsville, VA 23111-4564BD
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(12/19/2019)
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#: 3487Mechanicsvlle, VA 23111TRUST BUT VERIFY
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