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Jon Richard Rohloff

Investment adviser representative at State Farm Investment Management Corp.
10 yearsExperience
4 statesRegistered in
$12.9BFirm assets
54 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. John Rohloff Insurance AgencySep 2023 to now
  2. State Farm Vp Mangement CorpSep 2023 to now
  3. State Farm Investment Management Corp.Mar 2023 to now
  4. State Farm InsuranceMar 2023 to Sep 2023
  5. State Farm Vp Management Corp.Mar 2023 to Sep 2023
  6. Foundation MedicalJul 2022 to Feb 2023
  7. Gemini MedicalOct 2018 to Jun 2022
  8. UnemployedJul 2018 to Sep 2018
  9. Stryker InstrumentsMar 2013 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2001
  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 4 states (IA, MN, ND, WI).

State Farm Investment Management Corp.

$12.9BAssets managed
3,575Clients
7,123Advisers
54 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4465961
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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