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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
VA RA APPROVED 2024-12-05
MO RA APPROVED 2024-10-23
OH RA APPROVED 2024-10-23
TX RA APPROVED 2024-01-02
MI RA APPROVED 2023-06-27
  • VA RA
    APPROVED
    Since 2024-12-05
  • MO RA
    APPROVED
    Since 2024-10-23
  • OH RA
    APPROVED
    Since 2024-10-23
  • TX RA
    APPROVED
    Since 2024-01-02
  • MI RA
    APPROVED
    Since 2023-06-27

Branch Locations

1080 N Pine Rd, Essexville, MI 48732 • 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. Essexville MI 08/2011 Present
Jeff Kelly Insurance Agency Essexville MI 04/2012 Present
State Farm Investment Management Corp Essexville MI 08/2018 06/2019
State Farm Investment Management Corp Essexville MI 06/2023 Present
Other Businesses

1) Jeffrey Kelly's Insurance Agency; Insurance Agency; Investment-related; 1080 N Pine Rd Essexville, MI 48732-1916; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2012; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-24
S63 Uniform Securities Agent State Law Examination 2011-09-17
  • S65 Uniform Investment Adviser Law Examination
    2023-06-24
  • S63 Uniform Securities Agent State Law Examination
    2011-09-17
Other Names
  • Jeff Kelly
  • Jeffrey Michael Kelly

View on SEC IAPD

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