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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-11-21 |
| NV | RA | APPROVED | 2023-11-13 |
| OR | RA | APPROVED | 2020-06-08 |
| CA | RA | APPROVED | 2019-04-25 |
Branch Locations
20395 Pacifica Drive Suite 108, Cupertino, CA 95014 • United States
Eugene, OR • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jason Stefely Insurance Agency | Eugene | OR | 09/2004 | 03/2019 |
| State Farm Vp Management Corp. | Eugene | OR | 09/2004 | 03/2019 |
| State Farm Investment Management Corp. | Eugene | OR | 01/2010 | 03/2017 |
| State Farm Vp Management Corp. | Cupertino | CA | 04/2019 | Present |
| Jason Stefely Insurance Agency | Cupertino | CA | 04/2019 | Present |
| State Farm Investment Management Corp. | Cupertino | CA | 04/2019 | Present |
1) Stefely Investment Properties, LLC; Investment Related; 1732 Long Island Drive, Eugene, OR 97401; Investment or Commercial Property; Owner; 1/1/2014 1; 0; Control of the checkbook, Review bank statements, Make deposits in the checking account, Pay bills/Co-Signor on checking account. 2) Agency Growth Services LLC; investment-related; 3046 Cedar Ridge Ct, San Jose, CA, 95148; vendor sales staffing: owner; secretary; 9/7/21; 10; 0; 3) Jason Stefely's Insurance Agency; Insurance Agency; Investment-related; 20395 Pacifica Dr Ste 108 Cupertino, CA 95014-3016; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2004; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-06-25 |
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