Chelsea Janae Terry
Investment adviser representative at State Farm Investment Management Corp.
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- State Farm InsuranceSep 2026 to now
- State Farm Vp Management CorpSep 2026 to now
- State Farm Investment Management Corp.Apr 2023 to now
- State Farm Vp Management CorpJun 2022 to Aug 2026
- Chelsea Terry Insurance AgencyJun 2021 to Aug 2026
- State Farm InsuranceJan 2021 to May 2021
- At HomeFeb 2020 to Dec 2020
- SyscoJun 2017 to Feb 2020
- University of Texas At AustinAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7579718
- Firm CRD
- 3487