JW
Julia C. Wilhite
STATE FARM INVESTMENT MANAGEMENT
Sulphur Springs, TX 75482
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CRD#: 7536042
JW
Professional summary
Julia Catherine Wilhite, who also goes by Julia Catherine Anderson, Julia Catherine Coleman, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Sulphur Springs, Texas and STATE FARM VP MANAGEMENT CORP. located in Richardson, Texas.
Julia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Julia has worked at 2 firms and has passed the Series 63, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Julia Catherine Anderson | Julia Catherine Coleman
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) Connected Community Project; non-investment-related; 320 Church St. #1577 Sulphur Springs TX 75483; This is a 501(c)3 organization that puts on Main Street Uncorked, a wine a music festival in Sulphur Springs, Tx. All proceeds of the event are donated to a local charity each year.; 8;0; I help plan the event and get sponsorships lined up. 2) Rotary Club of Sulphur Springs; non-investment-related; PO Box 203 Sulphur Springs TX 75482; Local Rotary Club; director; 03/01/2019; 5;5; 3) Rodan & Fields; non-investment-related; 213 CR 3512 Dike, TX 75437; Retail; 11/01/2016; Director and Independent Contractor; 1;0. 4) Julia Wilhite Insurance Agency; Investment-related; 1030 Gilmer St Sulphur Spgs, TX 75482-4351; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2019; 80; 80; Service customers and supervise employees 5) Hopkins County Chamber of Commerce; Investment-Related; 110 Main Street Sulphur Springs, TX 75482; Investment or Commercial Property; Owner; None; 12/12/2024; 2; 2; Personally Held Real Estate
CRS (Client Relationship Summary) - RIA
Click below to view Julia Catherine Wilhite'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
July 20, 2022 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 1030 Gilmer Street, Sulphur Springs, TX 75482RIA
CRD#: 3487
Sulphur Springs, TX
Current
June 17, 2022 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 1415 State Street, Richardson, TX 75082BD
CRD#: 43036
Richardson, TX
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
Texas(7/7/2022)
IAR
Texas(7/20/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 6/17/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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#: 3487Sulphur Springs, TX 75482TRUST BUT VERIFY
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