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Current Employers
State Farm Investment Management Corp.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-05-12
DE RA APPROVED 2023-05-11
MD RA APPROVED 2023-05-11
NY RA APPROVED 2023-05-11
PA RA APPROVED 2023-05-11
  • NJ RA
    APPROVED
    Since 2023-05-12
  • DE RA
    APPROVED
    Since 2023-05-11
  • MD RA
    APPROVED
    Since 2023-05-11
  • NY RA
    APPROVED
    Since 2023-05-11
  • PA RA
    APPROVED
    Since 2023-05-11

Branch Locations

9551 Bustleton Ave Suite 2, Philadelphia, PA 19115 • United States

135 Woodbourne Rd, Langhorne, PA 19047 • 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
OrganizationCityStateFromTo
State Farm Vp Management Corp. Philadelphia PA 03/1998 Present
Jeffrey Gottsman Insurance Agency Philadelphia PA 12/1998 Present
State Farm Investment Management Corp Philadelphia PA 05/2023 Present
State Farm Vp Management Corp. Langhorne PA 01/2024 Present
State Farm Investment Management Corp Langhorne PA 01/2024 Present
Jeffrey Gottsman Insurance Agency Langhorne PA 01/2024 Present
  • 03/1998 → Present
    State Farm Vp Management Corp.
    Philadelphia, PA
  • 12/1998 → Present
    Jeffrey Gottsman Insurance Agency
    Philadelphia, PA
  • 05/2023 → Present
    Philadelphia, PA
  • 01/2024 → Present
    State Farm Vp Management Corp.
    Langhorne, PA
  • 01/2024 → Present
    Langhorne, PA
  • 01/2024 → Present
    Jeffrey Gottsman Insurance Agency
    Langhorne, PA
Other Businesses

1) Cattails Investment Holdings I; investment-related; 934 Davis Grove Rd Horsham PA 19044; LLC for investments in cable and wireless industry; 04/09/2021; 1;1; Control of the checkbook Review bank statements vote on trace activity. 2) Jeffrey Gottesman's Insurance Agency; Insurance Agency; Investment-related; 9551 Bustleton Ave Ste 2 Philadelphia, PA 19115-3800; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/1997; 80; 80; Service customers and supervise employees. 3) Jeff Gottesman; investment-related; no address; Investment or Commercial Property; Owner; Partner; 2/4/2015; 5; 0; investing in real estate and looking for good deals to buy. 4) Everwash Inc.; Non-investment-related; 1345 Colton Rd., Gladwyne, PA 19035; Retail; Owner; 12/15/2015; 0; 0; car wash subscription company selling subscriptions for car washes through mobile app and marketing. 5) MOA Investments, LLC; investment-related; 2532 Lockleigh Rd., Jamison, PA 18929; Investment or Commercial Property; Owner; Partner; 1/16/2018; 0; 0; no duties. 6) Aristotle Unified Communications; non-investment-related; 2100 Broad St Little Rock AR 72206; other; director; director; 11/07/2022; 8; 3; helping guide company through the board, could be some minor compensation but none now, providing communications and internet to rural America 7) Slainte brands international; non-investment-related; Unit 6a, Stadium, Business Park, Ballycoolin Road Dublin, Ireland, Greenport NY 11944; retail; board member; board member; 11/14/2022; 5; 2; help run and lead direction of company, new Irish whiskey brand

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-27
S63 Uniform Securities Agent State Law Examination 1998-07-09
  • S65 Uniform Investment Adviser Law Examination
    2023-04-27
  • S63 Uniform Securities Agent State Law Examination
    1998-07-09
Other Names
  • Jeff Scott Gottesman
  • Gottesman

View on SEC IAPD

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