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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
PA RA APPROVED 2023-06-07
  • PA RA
    APPROVED
    Since 2023-06-07

Branch Locations

126 S Easton Rd, Glenside, PA 19038 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stephen Jarvis Insurance Agency Glenside PA 08/2005 Present
State Farm Vp Management Corp Glenside PA 08/2005 Present
State Farm Investment Management Corp Glenside PA 06/2023 Present
  • 08/2005 → Present
    Stephen Jarvis Insurance Agency
    Glenside, PA
  • 08/2005 → Present
    State Farm Vp Management Corp
    Glenside, PA
  • 06/2023 → Present
    Glenside, PA
Other Businesses

1) Stephen Jarvis; non-investment-related; 2413 Rosewood Trail Linfield PA 19468; Realtor; real estate license so that I may conduct real estate transactions on behalf of myself. I did not set up any business entity for this venture. it will be an individually held real estate license; 09-12-2019; 100%; 1;0 2) Mu Omega Chapter of Omega Psi Phi Fraternity, Inc; Non-investment-related; 431 E Locust Ave, Philadelphia, PA 19144; Membership/Civic/Fraternal Organization; Committee Chairman; 12/30/2021; 4; 0; No Duties. 3) Stephen Jarvis's Insurance Agency; Insurance Agency; Investment-related; 2763 Limekiln Pike Glenside, PA 19038-2237; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2000; 80; 80; Service customers and supervise employees 4) Mu Omega Foundation of Delware Valley Inc; Non-investment-related 431 E Locust Ave Philadelphia, PA. 19144; Other; Board Member; None; 12/26/2025; 5;0; Not for Profit civic service organization

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-30
S63 Uniform Securities Agent State Law Examination 2000-02-12
  • S65 Uniform Investment Adviser Law Examination
    2023-05-30
  • S63 Uniform Securities Agent State Law Examination
    2000-02-12
Other Names
  • Steve Thomas Jarvis
  • Stephen Thomas Jarvis, Jr
  • Steve Jarvis

View on SEC IAPD

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