JT
James D. Trichell
STATE FARM INVESTMENT MANAGEMENT
Bentonville, AR 72712
Some features on this profile are disabled
CRD#: 3050823
JT
Professional summary
James Dewayne Trichell, who also goes by Dewayne Trichell, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Bentonville, Arkansas and STATE FARM VP MANAGEMENT CORP. located in Bentonville, Arkansas.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. James 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
Dewayne Trichell
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) DEWAYNE TRICHELL INC.; INVESTMENT-RELATED; 202 N. WALTON, SUITE 10 BENTONVILLE, AR 72712; INVESTMENT OR COMMERCIAL PROPERTY; OFFICER; 01/2009; 4 HRS/MTH-NONE DURING TRADING HOURS; LIVESTOCK/10 COWS; MANAGE LIVESTOCK. 2) LEVEE BEND HUNTING CLUB LLC, INVESTMENT-RELATED, 1210 NATION STREET VICKSBURG, MS 39180; INVESTMENT OR COMMERCIAL PROPERTY; 33% DIRECTOR, 09-13-2013; 0HR/MO FOR BOTH, HOLDING COMPANY FOR HUNTING LAND 3) Warhawk Land Company, LLC; Investment-Related; 2608 Indian Mound Blvd., Monroe, LA 71201; Investment or Commercial Property; Partner; 6/27/2014; 0 HR/MO for both; None - Purchasing land to use for hunting purposes. 4) End OF The Road LLC; investment-related; 4402 Worthington DR Rodgers AR 72581; Investment or Commercial Prperty; 05-19-2005, 50%, I help maintain the property by working on the hunting lease or camp. each member completes maintained at the camp when it needs to be done. 5) DUX, BUX & BAXHUNTING CLUB, LLC, investment-related, 19 EAST MOUNTAIN STREET, Fayetteville AR, AR, 72701; INVESTMEN OR COMMERCIAL PROPERTY; 11% partner; 06-17-2015; 0hr/mo. for both; THIS IS A HUNTING CLUB THAT CONSIST OF ROUGHLY 1000 ACRES ALONG THE CANADAIN. 6) 110 SE A, LLC; investment-related; 110 SE A Bentonville AR 72712, Investment or Commercial Property; Owner; 06/30/2019; 1hr; 7% partner, I will be investing in the building. My plan is only to be an investor in the building. 7) James Trichell's Insurance Agency; Insurance Agency; Investment-related; 202 N Walton Blvd Ste 10 Bentonville, AR 72712-5158; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 7/1/1976; 80; 80; Service customers and supervise employees 8) Shea's Music; non-investment-related; 4402 W Worthington Dr Rogers AR 72758; Minor daughter is trying to start a singing career. Music Writing and Production; Officer; President; 06/14/2023; 8; 4; Control of the checkbook, Basically, I am her dad and I have the financial obligation for the recording studio and song writers. There may be some marketing that may be in the near future. 9) End OF the Road LLC, No 2; investment-related; 10 Gorman Gate Bentonville , AR 72712; Investment or Commercial Property; Partner; Owner; 04/09/2024; 3; 0; Duties - none.
CRS (Client Relationship Summary) - RIA
Click below to view James Dewayne Trichell'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
June 21, 2023 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 202 N Walton Blvd Ste 10, Bentonville, AR 72712RIA
CRD#: 3487
Bentonville, AR
Current
June 19, 2000 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 202 N Walton Blvd Ste 10, Bentonville, AR 72712BD
CRD#: 43036
Bentonville, AR
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
Arkansas(1/4/2001)
IAR
Arkansas(6/21/2023)
RR
Indiana(3/16/2021)
IAR
Indiana(10/23/2024)
RR
Louisiana(3/8/2010)
IAR
Louisiana(10/30/2024)
RR
Mississippi(4/2/2007)
IAR
Mississippi(10/23/2024)
RR
Missouri(8/3/2010)
IAR
Missouri(6/21/2023)
RR
Oklahoma(10/5/2020)
IAR
Oklahoma(6/21/2023)
RR
Texas(1/2/2013)
IAR
Texas(10/23/2024)
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
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.
