Jay Allen Puppo

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2000 → Present
  State Farm Vp Management Corp.
  Wilsonville, OR
• 04/2002 → Present
  Jay Puppo Insurance Agency
  Wilsonville, OR
• 08/2018 → Present
  State Farm Investment Management Corp
  Wilsonville, OR

Other Businesses

1) Jay Puppo's Insurance Agency; Investment-related; 9375 SW Wlsnvlle Rd Ste A Wilsonville, OR 97070-7899; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2000; 80; 80; Service customers and supervise employees. 2) Jay Puppo Coaching; Non-investment-related; 10863 SW Merlin Ct, Wilsonville, OR 97070; Education; Owner; None; 5/1/2018; 12; 10; Productivity coaching, coaching services. 3) Recruiting/training For Agents; Investment-related; 9375 SW Wilsonville Rd Wilsonville OR 97070; Education; Owner; None; 01/16/2026; 20; 10; Help State Farm agents recruit and train talent. 4) Jay Puppo - Property #1 (Personally Held Real Estate); investment-related; 1112 NW 26th Corvallis, OR 97070; Investment or Commercial Property; Owner; none; 12/31/2015; 1; 0; Duties: Privately held rental building 5) Jay Puppo - Property #2 (Personally Held Real Estate); investment-related; 29935 & 29945 SW Montebellow Wilsonville, OR 97070; Investment or Commercial Property; Owner; none; 9/25/2020; 1; 0; Duties: Privately held rental building 6) Jay Puppo - Property #3 (Personally Held Real Estate); investment-related; 9375 SW Wilsonville Rd Wilsonville, OR 97070; Investment or Commercial Property; Owner; none; 8/29/2005; 1; 0; Duties: Privately held rental building

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-18
• S63 Uniform Securities Agent State Law Examination
  2000-08-25

Other Names

• Jay Phillip Puppo