Alison M Eggers

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 05/2022
  State Farm Vp Management Corp.
  Roseburg, OR
• 12/2014 → 05/2022
  Alison Eggers Insurnace Agency
  Roseburg, OR
• 08/2018 → 11/2020
  State Farm Investment Management Corp.
  Roseburg, OR
• 12/2021 → 05/2022
  State Farm Investment Management Corp
  Roseburg, OR
• 12/2023 → Present
  Morgan Stanley
  Gig Harbor, WA
• 05/2022 → 03/2023
  Unemployed
  Tacoma, WA
• 03/2023 → 08/2023
  Cambia Health Solutions
  Tacoma, WA
• 08/2023 → 09/2023
  Unemployed
  Tacoma, WA
• 09/2023 → 12/2023
  Usps
  Tacoma, WA

Previous Registrations

• 2022-01-25 → 2022-05-04
  State Farm Investment Management Corp.
  Roseburg, OR

Other Businesses

*579115 - State Farm Insurance Companies; Investment related -No; Bloomington, Illinois; Insurance; Other (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 0; no duties

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-01
• S63 Uniform Securities Agent State Law Examination
  2012-09-21

Other Names

• Alison Mary Ernst
• Alison M Eggers
• Alison Mary Eggers