Stephanie Anne Jordan

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

Authority	Category	Status	Date
IN	RA	APPROVED	2022-04-04

IN RA
APPROVED

Since 2022-04-04

Branch Locations

Fishers, IN • 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

Organization	City	State	From	To
Stephanie Jordan Insurance Agency	Tacoma	WA	08/2013	02/2019
State Farm Vp Management Corp	Tacoma	WA	08/2013	02/2019
State Farm Vp Management Corp	Fishers	IN	03/2019	Present
State Farm Insurance	Fishers	IN	03/2019	Present
State Farm Investment Management Corp	Fishers	IN	04/2022	Present

08/2013 → 02/2019

Stephanie Jordan Insurance Agency

Tacoma, WA
08/2013 → 02/2019

State Farm Vp Management Corp

Tacoma, WA
03/2019 → Present

State Farm Vp Management Corp

Fishers, IN
03/2019 → Present

State Farm Insurance

Fishers, IN
04/2022 → Present

State Farm Investment Management Corp

Fishers, IN

Other Businesses

1) JordanBenton Enterprises LLC; investment-related; 10270 Frieda Ln Fishers IN 46040; investment or commercial property; owner; president; 05/20/2022; 10; 0; Holding company - Holding company for my travel agency and real estate holdings

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2011-09-23

S63 Uniform Securities Agent State Law Examination

2011-09-23

Designations

Chartered Financial Consultant

View on SEC IAPD