John Gordon Smith
Financial advisor at State Farm Investment Management Corp. · Mount Dora, FL
Last updated 2026-10-10
Claim your profileJohn Gordon Smith is a financial advisor at State Farm Investment Management Corp. in Mount Dora, FL, CRD 8205027. Licenses and exams on the registration: Series 65. IAPD registration began 2026-02-12.
Registration
- CRD number
- 8205027
- Registration status
- Active
- IAPD registration
- 2026-02-12
- Industry Experience
- 0 years
- Work Experience
- 10 years
- States registered
- FL
Licenses and exams
- Series 65
Work history
- 2019-11 to 2022-01 · John Gordon Smith Agency · Mount Dora, FL
- 2016-08 to 2019-06 · Chuck Everidge State Farm · Inverness, FL
- 2022-01 to Present · John Smith Insurance Agency, Inc · Mount Dora, FL
- 2026-01 to Present · State Farm Vp Management Corp. · Mount Dora, FL
- 2019-06 to 2019-11 · State Farm Insurance · Bloomington, IL
- 2026-01 to Present · State Farm Investment Management Corp, · Mount Dora, FL
Current employment
- State Farm Investment Management Corp. · Bloomington, IL
State Farm Investment Management Corp.
- Regulatory AUM
- $12,938,660,000
- Registered advisors
- 7,127
- Offices
- 8,255
- Clients per advisor
- 0.5 (Low)
- Average AUM per client
- $3.6M (Moderate)
- High-net-worth client ratio
- 4.1% (Low)
State Farm Investment Management Corp.: advisors, services and reported ETF investments
About
John Gordon Smith is a financial advisor at State Farm Investment Management Corp. in Mount Dora, FL. Reported securities licenses include Series 65. The latest record indicates less than 1 year of industry experience and 10 years of reported work history. Reported roles include State Farm Vp Management Corp., John Smith Insurance Agency, Inc, John Gordon Smith Agency, State Farm Insurance, among others.
SEC disclosures list additional business and community activities: 1) John Smith'S Insurance Agency; Investment-Related; 18838 Us Highway 441 Mount Dora.
State Farm Investment Management Corp.'s firm-level Form ADV reports 7,127 advisors across 8,255 offices; approximately 0.5 clients per advisor, average assets per client of $3,619,206, and regulatory AUM of $12.9B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies.
What this firm offers
Filed by State Farm Investment Management Corp. on Form ADV.
Client services
- Individuals and Small Businesses
- Investment Companies
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Insurance Company or Agency
Location
18838 US Highway 441, Mount Dora, FL 32757
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 800-447-0740
Official record
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