Dawon Coleman
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.
- State Farm Investment Management Corp.Jan 2023 to now
- Dawon Coleman Insurance AgencyOct 2021 to now
- State Farm Vp Management CorpOct 2021 to now
- State Farm InsuranceMay 2021 to Sep 2021
- Fbl Financial GroupNov 2020 to May 2021
- Fbl Marketing ServicesNov 2020 to May 2021
- Bbva Wealth Solutions Inc.Nov 2019 to Nov 2020
- Bbva Compass Insurance Agency, Inc.Feb 2019 to Nov 2020
- Bbva Securities Inc.Feb 2019 to Nov 2020
- Compass BankFeb 2019 to Nov 2020
- Legacy Insurance Management IncAug 2016 to Mar 2024
- Farmers Financial SolutionsAug 2016 to Feb 2019
- Farmers InsuranceMay 2016 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, CO, NV).
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
- 6003174
- Firm CRD
- 3487