Dawon Coleman
Professional summary
Dawon Coleman, who also goes by Dawon A Coleman, Dawon Andre Coleman, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Chandler, Arizona and STATE FARM VP MANAGEMENT CORP. located in Dunwoody, Georgia.
Dawon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Dawon has worked at 9 firms and has passed the Series 65, Series 66, Series 7TO, Series 6TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dawon Coleman's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 17, 2023 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 4080 W Ray Rd Suite 20, Chandler, AZ 85226February 14, 2022 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 237 Perimeter Center Pkwy Ne, Dunwoody, GA 30346November 23, 2020 - May 11, 2021
FBL WEALTH MANAGEMENT, LLC
November 17, 2020 - May 11, 2021
FBL MARKETING SERVICES, LLC
November 5, 2019 - November 16, 2020
PNC MANAGED ACCOUNT SOLUTIONS, INC.
February 22, 2019 - November 16, 2020
BBVA SECURITIES INC.
September 8, 2016 - February 27, 2019
FARMERS FINANCIAL SOLUTIONS, LLC
June 7, 2013 - July 22, 2016
WELLS FARGO CLEARING SERVICES, LLC
May 23, 2013 - July 22, 2016
WELLS FARGO CLEARING SERVICES, LLC
December 17, 2012 - May 24, 2013
EDWARD JONES
September 13, 2012 - May 24, 2013
EDWARD JONES
Primary Firm SEC Registration
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/15/2022)
(1/17/2023)
(3/16/2022)
(1/18/2023)
(1/22/2025)
(1/22/2025)
(7/30/2025)
(7/30/2025)
Exams
Series 7TO
Date: 12/19/2023
General Securities Representative ExaminationSeries 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
Contact information
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#: 3487Chandler, AZ 85226TRUST BUT VERIFY
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