John
Schmick

State Farm Investment Management Corp

CRD#3128394
Investment Advisor
in Edmonds, WA

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About this Advisor

John Schmick is a financial advisor based in Edmonds, Washington, working with State Farm Investment Management Corp. John has previously held positions at Strategic Capital Alternatives, LLC, Rp Capital LLC, Genesis Capital LLC, Tsc Distributors, LLC, Juetten Personal Financial Planning, Fiduciary Advisors, LLC, Efficient Advisors, LLC, Pruco Securities LLC, The Prudential Insurance Company Of America, Jp Schmick Company, Whole Foods Market, State Farm Vp Management Corp, Massmutual Life Insurance Company, Mml Investors Services, LLC, Deschutes Investment Consulting, LLC, State Farm Insurance, State Farm Investment Management Corp, and John Schmick Insurance Agency. John has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Oregon and Washington. Currently, John is part of State Farm Investment Management Corp, which operates out of Edmonds, Washington. The firm has 22 employees and manages assets totaling $10.2 billion. The services offered by the firm include portfolio management for investment companies. The fee structure at State Farm Investment Management Corp includes asset-based fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

100 2Nd Ave S Ste 320
Edmonds, WA 98020

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$10,164,536,171

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

22

WA Average: 44
Total Number of Accounts

4

WA Average: 2,564
Average Account Size

$2,541,134,043

WA Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

John Schmick Work History

2022 - Present (2 years)

State Farm Vp Management Corp

2022 - Present (2 years)

John Schmick Insurance Agency

2022 - Present (2 years)

State Farm Investment Management Corp

2022 - 2022 (< 1 year)

Deschutes Investment Consulting, LLC

2022 - 2022 (< 1 year)

State Farm Insurance

2022 - 2022 (< 1 year)

State Farm Vp Management Corp

2022 - 2022 (< 1 year)

State Farm Investment Management Corp

2019 - 2021 (2 years)

Massmutual Life Insurance Company

2019 - 2021 (2 years)

Mml Investors Services, LLC

2018 - 2019 (1 year)

Pruco Securities LLC

2018 - 2019 (1 year)

The Prudential Insurance Company Of America

2017 - 2017 (< 1 year)

Juetten Personal Financial Planning

2017 - 2017 (< 1 year)

Jp Schmick Company

2017 - 2017 (< 1 year)

Whole Foods Market

2016 - 2017 (1 year)

Fiduciary Advisors, LLC

2016 - 2017 (1 year)

Efficient Advisors, LLC

2015 - 2016 (1 year)

Tsc Distributors, LLC

2014 - 2015 (1 year)

Strategic Capital Alternatives, LLC

2014 - 2015 (1 year)

Rp Capital LLC

2014 - 2015 (1 year)

Genesis Capital LLC

Disclosures

Please visit the SEC profile of John Schmick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at State Farm Investment Management Corp

Sheron Richardson
Richardson, TX
Anthony Dow
California, MO
Shawn-Michael Manniel
Chesapeake, VA
Ryan Mccloskey
Puyallup, WA
Carter Valentine
Cedar Rapids, IA
Garrett Palesano
Fairhope, AL
Zachary Johnson
Little Rock, AR
Matthew Tupa
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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