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James Houser

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.Jul 2026 to now
  2. State Farm Vp Management Corp.Jun 2026 to now
  3. Jason Holt Insurance AgencyMay 2026 to now
  4. Reeves Maddox Insurance AgencyJan 2024 to now
  5. UnemployedNov 2023 to Jan 2024
  6. TrugreenMay 2022 to Oct 2023
  7. Torchy'sOct 2021 to Nov 2021
  8. O'reilly Auto PartsOct 2021 to Oct 2021
  9. Colorado HuntsmanAug 2021 to Sep 2023
  10. International Center of European FootballSep 2020 to Sep 2021
  11. Sonic Drive-inJun 2020 to Sep 2020
  12. International Center of European FootballAug 2019 to Jun 2020
  13. Sonic Drive-inJan 2019 to Aug 2019
  14. HighschoolJun 2016 to Jan 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

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

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
8293417
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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