Jun Jeffers

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:

Current Employers

State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

Authority	Category	Status	Date
HI	RA	APPROVED	2026-07-03

HI RA
APPROVED

Since 2026-07-03

Branch Locations

Kailua Kona, HI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
State Farm Vp Management Corp.	Kailua Kona	HI	06/2026	Present
Retirement	Kailua Kona	HI	08/2023	05/2026
Jpmorgan Chase	New York	NY	04/2015	07/2023
State Farm Insurance	Kailua Kona	HI	06/2026	Present
State Farm Investment Management Corp	Kailua Kona	HI	06/2026	Present

06/2026 → Present

State Farm Vp Management Corp.

Kailua Kona, HI
08/2023 → 05/2026

Retirement

Kailua Kona, HI
04/2015 → 07/2023

Jpmorgan Chase

New York, NY
06/2026 → Present

State Farm Insurance

Kailua Kona, HI
06/2026 → Present

State Farm Investment Management Corp

Kailua Kona, HI

Other Businesses

1) State Farm; Investment-related; One State Farm Plaza, Bloomington, IL 61710; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); State Farm employee; Intern; 6/1/2026; 80; 80; Service customers

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-07-02
S63	Uniform Securities Agent State Law Examination	2026-06-18

S65 Uniform Investment Adviser Law Examination

2026-07-02
S63 Uniform Securities Agent State Law Examination

2026-06-18

Other Names

Jun Jeffers
Jun Xie
Sarah Jeffers

View on SEC IAPD