JK
John A. Kasak
STATE FARM INVESTMENT MANAGEMENT
Perry, FL 32347
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CRD#: 4247376
JK
Professional summary
John Anthony Kasak, ChFC®, CLU®, who also goes by Tony Kasak, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Perry, Florida and STATE FARM VP MANAGEMENT CORP. located in Lake City, Florida.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. John has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tony Kasak
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) Lake City Habitat for Humanities; non-investment-related; 387 Chapel Hill Dr, Lake City, FL 32025; Membership/Civic/Fraternal Organization; 7/7/2020; 2; 0; none. 2) Lake City Columbia County Chamber of Commerce; non-investment-related; 875 SW SR 47, Lake City, FL 32025; Membership/Civic/Fraternal Organization; Officer; Vice President; 01/01/2023; 3; 3; I am the President Elect, and I will be the President in January 2024. They would like the President Elect to be on the Foundation board as it is automatic for the President, Chamber is starting a foundation so they can apply for grants to help with small business learning and development and receive funds as a 501C3 and use those for education of members. 3) Boy scouts North Florida council; non-investment-related; 521 Edgewood Ave S, Jacksonville, FL 32205; association/committee/council; board member; 2/11/2021; 2; 0; I will be working on ways to improve enrollment in scouting over the next two years. 4) John Kasak's Insurance Agency; Insurance Agency; Investment-related; 904 State Road 247 Lake City, FL 32025; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2001; 80; 80; Service customers and supervise employees. 5) Epiphany Catholic Church; investment-related; 254 SW Malone St., Lake City, FL 32025; Association/Committee/Council; Committee Member; Committee Member; 1/1/2004; 1; 0; review monthly financial statements, approve/disapprove spending by the church which is presented to the board for final decision. 6) Epiphany Catholic School Endowment Fund; investment-related; 1905 SW Epiphany Way, Lake City, FL 32025; Membership/Civic/Fraternal Organization; Board Member; Board Member; 11/9/2015; 1; 0; determine use of Endowment Funds, review financials on the fund with the committee/board, member of endowment committee. 7) Catholic Charities; investment-related; 553 NW Railroad St., Lake City, FL 32055; Association/Committee/Council; Director; Director; 1/13/2014; 3; 0; review financial reports, updates on what they are doing and help with fundraisers and events, review balance and financial statement at board meetings. 8) Kiwanis Club of Lake City; Non-investment-related; 257 SE Hernando Ave., Lake City, FL 32025; Membership/Civic/Fraternal Organization; Member; Director; 10/1/2001; 5; 0; review financial statements, approve or disapprove spending for club, approve/disapprove changes in meeting location and catering company.
CRS (Client Relationship Summary) - RIA
Click below to view John Anthony Kasak'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
October 16, 2018 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 211 E Green St, Perry, FL 32347Office #2: 904 Sw Sr 247 Branford Hwy, Lake City, FL 32025RIA
CRD#: 3487
Perry, FL
Current
November 1, 2000 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 904 Sw Sr 247 Branford Hwy, Lake City, FL 32025BD
CRD#: 43036
Lake City, FL
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
Florida(4/10/2001)
IAR
Florida(10/16/2018)
Exams
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487Perry, FL 32347TRUST BUT VERIFY
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