Jessie Jay Bahamundi

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:

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

Current Employers

Employment History

• 04/2014 → 09/2016
  First Niagara Bank
  New Haven, CT
• 06/2015 → 09/2016
  Lpl Financial Llc
  New Haven, CT
• 06/2015 → 09/2016
  Key Investment Services Llc
  Manchester, CT
• 09/2016 → 04/2024
  Keybank
  New Haven, CT
• 05/2024 → Present
  Jewelz Santiago's Insurance Agency
  West Nyack, NY
• 04/2025 → Present
  State Farm Vp Management Corp.
  West Nyack, NY
• 11/2025 → Present
  State Farm Investment Management Corp
  West Nyack, NY

Other Businesses

1) Jewelz Santiago's Insurance Agency; Investment-related; 3657 Broadway Frnt 2 New York, NY 10031 and 130 N Route 303 Ste 4 West Nyack, NY 10994; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 11/3/2024; 80; 80; Service customers 2) Jessie J. Bahamundi - Personally Held Real Estate - Property #1; Investment Related; 160 Graham St Stratford , CT 06615; Investment or Commercial Property; Owner; None; 07/15/2014; 2; 0; 2 family rental property 3) Jessie J. Bahamundi - Property #2 (personally held real estate); Investment Related; 19-21 Ells St Ansonia, CT 06401; Investment or Commercial Property; Owner; None; 06/03/2026; 2; 0; 2 family rental property

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-03-08
• S65 Uniform Investment Adviser Law Examination
  2025-02-11

Other Names

• Jessie Bahamundi