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Jeri Lynn Kohutek Mckinley

State Farm Investment Management Corp.

Houston, TX

CRD 4757962

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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:

Current Employers
State Farm Investment Management Corp.

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-02-09
OK RA APPROVED 2024-02-01
TX RA APPROVED 2023-03-06
  • LA RA
    APPROVED
    Since 2024-02-09
  • OK RA
    APPROVED
    Since 2024-02-01
  • TX RA
    APPROVED
    Since 2023-03-06

Branch Locations

535 Studewood St, Houston, TX 77007-2711 • 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
San Antonio Christian Schools San Antonio TX 11/2002 Present
State Farm Vp Management Corp. Houston TX 06/2012 Present
Jeri Kohutek Insurance Agency Houston TX 06/2012 Present
State Farm Investment Management Corp Houston TX 03/2023 Present
  • 11/2002 → Present
    San Antonio Christian Schools
    San Antonio, TX
  • 06/2012 → Present
    State Farm Vp Management Corp.
    Houston, TX
  • 06/2012 → Present
    Jeri Kohutek Insurance Agency
    Houston, TX
  • 03/2023 → Present
    Houston, TX
Other Businesses

1) Jeri McKinley Insurance Agency; Investment-related; 535 Studewood St Houston, TX 77007-2711; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;06/01/2012; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-03-27
  • S63 Uniform Securities Agent State Law Examination
    2004-03-27
Designations
  • Chartered Financial Consultant
Other Names
  • Jeri Lynn Pickens
  • Jeri Pickens Kohutek
  • Jeri Lynn Kohutek
  • Jeri Lynn Kohutek - Mckinley

View on SEC IAPD

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