NJ
Nicholas Jitima
STATE FARM INVESTMENT MANAGEMENT
Greensboro, NC 27410
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CRD#: 5150226
NJ
Professional summary
Nicholas Jitima, who also goes by Nick Jitima, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Greensboro, North Carolina and STATE FARM VP MANAGEMENT CORP. located in Winston Salem, North Carolina.
Nicholas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Nicholas has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nick Jitima
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) Jitima Investments, LLC; non-investment-related; 7200 Horseshoe Bend Trl, Summerfield, NC 27358; purchase rental properties for myself; owner; 2/15/2022; 2; 0; I will be hiring a third-party management company to maintain and run the business. 2) Nicholas Jitima's Insurance Agency; Insurance Agency; Investment-related; 710 Coliseum Dr Ste 70 Winston Salem, NC 27106-5361; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2013; 80; 80; Service customers and supervise employees 3) S&N Jersey; Non-investment-related; 7200 Horseshoe Bend Trl Summerfield, NC 27358; Retail; Owner; none; 1/1/2024; 3; 0; My son is going to open an Ebay store and sell Sports Jersey's. He will be doing all of the work I will just be helping to support him in the evenings if he needs additional help. He is not of age to create this on his own so I will be part of the business for paperwork reasons. 4) Nicholas Jitima - Property #1 (Personally Held Real Estate); investment-related; 1034 Parker Ct. Corolla, NC 29729; Investment or Commercial Property; Owner; none; 11/17/2023; 1; 0; Duties: Privately held rental building 5) Nicholas Jitima - Property #2 (Personally Held Real Estate); investment-related; 7703 Sorell Run Ct. Summerfield, NC 27358; Investment or Commercial Property; Owner; none; 10/22/2021; 1; 0; Duties: Privately held rental building 6) SMO, LLC; Non-Investment-related; 7200 Horseshoe Bend Trl Summerfield, NC 27358; Retail; Owner; 07/01/2024; 1; 0; Vending Machine Operation - Soda, chips and candy.
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Jitima'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
May 17, 2023 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 3912 Battleground Ave Suite 108, Greensboro, NC 27410Office #2: 710 Coliseum Dr Ste 70, Winston Salem, NC 27106RIA
CRD#: 3487
Greensboro, NC
Current
November 17, 2011 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 710 Coliseum Dr Ste 70, Winston Salem, NC 27106BD
CRD#: 43036
Winston Salem, NC
Past
July 25, 2006 - September 26, 2006
EDWARD JONES
BD
CRD#: 250
ONA, WV
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
Delaware(11/3/2023)
IAR
Delaware(11/3/2023)
RR
North Carolina(11/22/2011)
IAR
North Carolina(5/17/2023)
RR
Virginia(11/4/2020)
IAR
Virginia(5/17/2023)
RR
West Virginia(9/14/2013)
IAR
West Virginia(11/14/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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#: 3487Greensboro, NC 27410TRUST BUT VERIFY
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