Charles Washburn
Investment adviser representative at State Farm Investment Management Corp.
15 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
15 years in the industry.
- State Farm Investment Management Corp.Aug 2026 to now
- State Farm Vp Management CorpDec 2025 to now
- Mario Neto Insurance AgencyJun 2024 to now
- Spirit HalloweenSep 2023 to Nov 2023
- West Chester UniversityJan 2023 to May 2025
- The Metropolitan Opera HouseJun 2021 to Oct 2025
- Eastern Gateway Community CollegeJun 2021 to Jan 2023
- Wallenpaupack Area School DistrictSep 2011 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 4 states (DE, MD, NJ, PA).
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
- 8196526
- Firm CRD
- 3487