JG
Jeffrey T. Gannon
STATE FARM INVESTMENT MANAGEMENT
Lebanon, TN 37087
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CRD#: 5231169
JG
Professional summary
Jeffrey Todd Gannon, who also goes by Jeff Gannon, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Lebanon, Tennessee and STATE FARM VP MANAGEMENT CORP. located in Mount Juliet, Tennessee.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jeffrey 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
Jeff Gannon
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) ADVOCARE; NON-INVESTMENT RELATED; 245 TWELVE OAKS CT., LEBANON, TN, 37087; RETAIL; REPRESENTATIVE; 03/2009; 0 HOURS PER MONTH; PURCHASING THE PRODUCT FOR MY OWN USE. 2) KDG, INC.; Investment-related; 808 North Mt. Juliet Rd, Mount Juliet, TN 37122; Investment or Commercial property; owner; 2/11/2022; 1; 0; none. 3) Jeffrey Gannon's Insurance Agency; Insurance Agency; Investment-related; 820 N. Mt. Juliet Rd, Ste. 210 Mount Juliet TN 37122 and 435 W Main St Lebanon TN 37087; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2007; 80; 80; Service customers and supervise employees 4) Leadership Wilson - Director; non-investment-related; 1716 Indian Hills Rd Lebanon TN 37087; association/committee/council; director; director; 11/09/2022; 1; 1; Meet quarterly to approve program agenda, recruit future members. Limited involvement. 5) Personal Held Rentals; Investment-related; 137 Waters Hill Circle Lebanon, TN 37087; Investment or Commercial Property; Owner; none; 3/1/2015; 2; 0; Duties; rental properties. 6) Jeff Gannon - Property #1 (personally Held Real Estate); Investment-Related; 415 Parkside Circle Lebanon, TN 37087; Investment or Commercial Property; Owner; 08/01/2015; 1; 1; Personally held rental home. Long term rental managed through outside company Bone-Hurd Property Management. 7) Jeff Gannon - Property #2 (personally Held Real Estate); Investment-Related; 15817 Front Beach Rd - 1-1201 Panama City Beach, FL 32408; Investment or Commercial Property; Owner; 02/15/2016; 1; 1; Calypso Condo - PCB Short term rental - personally owned business. 8) CAMG LLC; Investment-Related; 104 Physician's Way Lebanon, TN 37090; Investment or Commercial Property; Owner; President; 05/02/2025; 2; 2; eventually be the home of our Lebanon (MOA) State Farm office.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Todd Gannon'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 8, 2020 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 435 W. Main St, Lebanon, TN 37087Office #2: 820 N Mt Juliet Rd Suite 210, Mount Juliet, TN 37122-8472RIA
CRD#: 3487
Lebanon, TN
Current
October 19, 2006 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 820 N Mt Juliet Rd Suite 210, Mount Juliet, TN 37122-8472BD
CRD#: 43036
Mount Juliet, TN
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
Tennessee(10/23/2006)
IAR
Tennessee(12/8/2020)
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#: 3487Lebanon, TN 37087TRUST BUT VERIFY
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