Keyesta
Sherman

State Farm Investment Management Corp

CRD#5775512
Investment Advisor
in Montgomery, AL

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About this Advisor

Keyesta Sherman is an investment advisor whose office is in Montgomery, Alabama. Currently a registered financial advisor at State Farm Investment Management Corp, Sherman has 10 years of work experience as a financial advisor. Sherman holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Sherman can work with clients in Alabama. Throughout their career, Sherman has worked at State Farm Insurance, State Farm Vp Management Corp, Keyesta Sherman Insurance Agency and State Farm Investment Management Corp. State Farm Investment Management Corp is headquartered in Montgomery, Alabama. In aggregate, State Farm Investment Management Corp oversees $9 billion in assets throughout four client accounts and employs more than 90 people. The level of assets currently under the firm's management places it among the largest firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 4 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. State Farm Investment Management Corp can offer portfolio management for investment companies. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

Montgomery, AL

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$8,850,144,904

AL Average: $6,674,516,078
Total Number of Employees

90

AL Average: 44
Total Number of Accounts

4

AL Average: 2,564
Average Account Size

$2,212,536,226

AL Average: $2,603,165

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Investment Advisory Services

  • Portfolio management for investment companies

Keyesta Sherman Work History

Keyesta has 10 years of experience.

2018 - Present (3 years)

State Farm Vp Management Corp

2018 - Present (3 years)

State Farm Investment Management Corp

2018 - Present (3 years)

State Farm Insurance

2018 - 2018 (< 1 year)

State Farm Investment Management Corp

2017 - 2018 (1 year)

State Farm Insurance

2010 - 2010 (< 1 year)

State Farm Insurance

2010 - 2018 (8 years)

State Farm Vp Management Corp

2010 - 2017 (7 years)

Keyesta Sherman Insurance Agency

Disclosures

Keyesta Sherman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at State Farm Investment Management Corp

Tawana Mensah
Silver Spring, MD
Sheva Rose
Johns Creek, GA
Natalie Tusing
Rockville, MD
Kirk Buchholz
Woodstock, GA
Emily Adams
Johns Island, SC
Joseph Ronco
Tannersville, PA
Kyle Emsick
Omaha, NE
Michael Quinn
Willmar, MN

This content was compiled from the SEC and FINRA.

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