Andrea Skelton Epes

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

• 05/2000 → Present
  State Farm Vp Management Corp.
  Water Valley, MS
• 11/2001 → Present
  Andi Epes Insurance Agency
  Water Valley, MS
• 08/2018 → 11/2020
  State Farm Investment Management Corp.
  Water Valley, MS
• 12/2021 → Present
  State Farm Investment Management Corp
  Water Valley, MS

Other Businesses

1) Town Creek Valley, LLC; Non-Investment-Related; 203 Wood Street, Water Valley, MS 38965; Investment or Commercial Property; Officer; 7/1/2001; 1; 0; Pay bills. 2) Andrea Epes's Insurance Agency; Insurance Agency; Investment-related; 410 N Main St Water Valley, MS 38965-2506; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/2000; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-04
• S63 Uniform Securities Agent State Law Examination
  2000-07-21

Other Names

• Andi Epes