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Andrew Simon

Investment adviser representative at State Farm Investment Management Corp.
10 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

10 years in the industry.

  1. State Farm Investment Management Corp.Aug 2024 to now
  2. Greg Archer Insurance AgencyAug 2024 to now
  3. State Farm Vp Management CorpAug 2024 to now
  4. Ryan Rayburn Insurance AgencyAug 2019 to now
  5. Clm Industries LLCAug 2018 to Aug 2019
  6. Airtrol MechanicalJan 2016 to Aug 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (LA).

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
7973890
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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