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Jeffrey Wesley Kalvelage

State Farm Investment Management Corp.

Shoreline, WA

Seattle, WA

CRD 6423862

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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
OR RA APPROVED 2024-03-22
CA RA APPROVED 2024-03-13
ID RA APPROVED 2024-03-13
NV RA APPROVED 2024-03-13
WA RA APPROVED 2024-03-13
  • OR RA
    APPROVED
    Since 2024-03-22
  • CA RA
    APPROVED
    Since 2024-03-13
  • ID RA
    APPROVED
    Since 2024-03-13
  • NV RA
    APPROVED
    Since 2024-03-13
  • WA RA
    APPROVED
    Since 2024-03-13

Branch Locations

Shoreline, WA • United States

14322 Lake City Way Ne, Seattle, WA 98125 • 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 Seattle WA 11/2015 Present
Jeffrey Kalvelage Insurance Agency Seattle WA 11/2015 Present
State Farm Investment Management Corp Seattle WA 10/2018 05/2019
State Farm Investment Management Corp Seattle WA 03/2024 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-03-02
  • S63 Uniform Securities Agent State Law Examination
    2015-03-02
Designations
  • Chartered Financial Consultant
Other Names
  • Jeff Kalvelage

View on SEC IAPD

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