Jeffrey James Loperfido

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

• 05/2016 → 04/2020
  J.P. Morgan Securities Llc
  Lake Worth, FL
• 06/2020 → 10/2020
  Brookstone Capital Management
  Wheaton, IL
• 10/2020 → 04/2021
  Pruco Securities Llc
  West Palm Beach, FL
• 10/2020 → 04/2021
  Prudential Insurance Company Of America
  West Palm Beach, FL
• 05/2021 → 06/2025
  Allstate Insurance Co
  Northbrook, IL
• 05/2021 → 06/2025
  Allstate Financial Advisors Llc
  Lincoln, NE
• 05/2021 → 06/2025
  Allstate Financial Services Llc
  Lincoln, NE
• 10/2025 → Present
  Justin Clemmons Insurance Agency
  Mandeville, LA
• 10/2025 → Present
  Dustin Dupepe Insurance Agency
  Mandeville, LA
• 11/2025 → Present
  Michael Loolara Insurance Agency
  Baton Rouge, LA
• 11/2025 → Present
  Michael Loolara Insurance Agency
  Jackson, LA
• 11/2025 → Present
  Alex Mcgehee Insurance Agency
  Baton Rouge, LA
• 12/2025 → Present
  State Farm Vp Management Corp
  Baton Rouge, LA
• 12/2025 → Present
  State Farm Vp Management Corp
  Jackson, LA
• 12/2025 → Present
  State Farm Vp Management Corp
  Mandeville, LA
• 12/2025 → Present
  State Farm Investment Management Corp
  Baton Rouge, LA
• 12/2025 → Present
  State Farm Investment Management Corp
  Jackson, LA
• 12/2025 → Present
  State Farm Investment Management Corp
  Mandeville, LA
• 06/2025 → 10/2025
  Howard Industries
  Boca Raton, FL

Previous Registrations

• 2021-06-10 → 2025-06-30
  Allstate Financial Advisors, Llc
  Boca Raton, FL
  Tamarac, FL
• 2020-10-26 → 2021-05-03
  Pruco Securities, Llc.
  West Palm Beach, FL
• 2020-07-16 → 2020-10-06
  Brookstone Capital Management Llc
  Boynton Beach, FL
  Wheaton, IL
• 2016-06-02 → 2020-04-09
  J.P. Morgan Securities Llc
  Lake Worth, FL
  Greenacres, FL
  Lantana, FL
  Boynton Beach, FL
  Delray Beach, FL
  Village Of Golf, FL
• 2010-10-04 → 2016-04-18
  Bb&T Investment Services, Inc.
  Manassas, VA
  Alexandria, VA
  Charlotte, NC
  Manassas, VA
  Falls Church, VA
  Alexandria, VA

Other Businesses

1) Michael Loolara's Insurance Agency; Investment-related; 8755 Sullivan Rd Bldg 3 Ste C Baton Rouge, LA 70818 and 3145 Market St Jackson, LA 70748-5407; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 11/14/2025; 80; 80; Service customers 2) Justin Clemmons' Insurance Agency; Investment-related; 594 Asbury Dr Ste A Mandeville, LA 70471-4101; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 10/30/2025; 80; 80; Service customers 3) Alex McGehee's Insurance Agency; Investment-related; 2148 Government St Baton Rouge, LA 70806-5366; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 11/03/2025; 80; 80; Service customers 4) Dustin Dupepe's Insurance Agency; Investment-related; 68425 Highway 59 Ste 2 Mandeville, LA 70471-7753; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 10/15/2025; 80; 80; Service customers

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-30
• S63 Uniform Securities Agent State Law Examination
  2000-03-08

Other Names

• Jeffrey Loperfido
• Jeff Loperfido
• Jeffrey James Loperfido