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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
WV RA APPROVED 2026-01-23
MD RA APPROVED 2024-09-17
OH RA APPROVED 2024-09-17
PA RA APPROVED 2024-09-17
  • WV RA
    APPROVED
    Since 2026-01-23
  • MD RA
    APPROVED
    Since 2024-09-17
  • OH RA
    APPROVED
    Since 2024-09-17
  • PA RA
    APPROVED
    Since 2024-09-17

Branch Locations

4099 William Penn Hwy Ste 900, Monroeville, PA 15146 • United States

Mckees Rocks, PA • 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
Jeffery Berthney Insurance Agency Monroeville PA 12/2009 Present
State Farm Vp Management Corp. Monroeville PA 12/2009 Present
State Farm Investment Management Corp Monroeville PA 09/2024 Present
  • 12/2009 → Present
    Jeffery Berthney Insurance Agency
    Monroeville, PA
  • 12/2009 → Present
    State Farm Vp Management Corp.
    Monroeville, PA
  • 09/2024 → Present
    Monroeville, PA
Other Businesses

1) Masons Movement Foundation; non-investment related; 130 Lorien Dr. Jeannette PA 15644; Other; Raising money for child epilepsy awareness; Board member; 03/02/2021; 2;0. 2) IOT Network, LLC; investment related; 4099 William Penn Highway Suite 900 Monroeville, PA 15146; Investment or Commercial Property; collecting rent of $100 for IOT Network, LLC to install a small antenna on the registered representative's office window. Rental Income for space the window; owner of the LLC; 01/01/2022; 0;0; collecting rent 3) Jeffery Berthney's Insurance Agency; Investment-related; 4099 William Penn Hwy Ste 900 Monroeville, PA 15146-2519; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/1/2009; 80; 80; Service customers and supervise employees. 4) Montour Football Boosters Association; non-investment related; 223 Clever Road, McKees Rocks, PA 15136; Association/Committee/Council; Board member; none; 01/08/2025; 15;1; I am the middle school communications coordinator. I will be responsible for communicating with the with parents of the middle school football program regarding the efforts of the Montour Football Boosters Association.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-07-08
  • S63 Uniform Securities Agent State Law Examination
    2009-07-08
Designations
Other Names
  • Jeff Berthney

View on SEC IAPD

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