George Edward Ottoson

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

• 09/2011 → Present
  State Farm Vp Management Corp
  Azusa, CA
• 09/2011 → Present
  George Ottoson Insurance Agency
  Azusa, CA
• 08/2018 → Present
  State Farm Investment Management Corp.
  Azusa, CA

Previous Registrations

• 2002-02-13 → 2002-10-01
  Morgan Stanley Dw Inc.
  Pasadena, CA

Other Businesses

1) Azusa Police Foundation; Non-Investment-Related; 725 N Alameda Ave., Azusa, CA 91702; Association/Committee/Council; Director (includes sitting on the Board of Directors), Board Member; 12/01/2016; 1 HR/MO & 0 HR/MO; Assist in Fundraising activities. none planned but may include, Golf Tourney, Casino night, etc. 2) George Ottoson's Insurance Agency; Insurance Agency; Investment-related; 140 N Walnut Ave San Dimas, CA 91773-2607; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2011; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-01-25
• S63 Uniform Securities Agent State Law Examination
  1998-09-24

Other Names

• George Edard Ottoson