Brandon Nathaniel Lee

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

• 09/2011 → 10/2022
  Christy Lee Insurance Agency
  City Of Industry, CA
• 05/2019 → 10/2022
  State Farm Vp Management Corp.
  City Of Industry, CA
• 04/2019 → 10/2022
  Christy Lee Insurance Agency
  Hacienda Heights, CA
• 05/2016 → 10/2022
  Peter Schiro Insurance Agency
  Sacramento, CA
• 05/2019 → 10/2022
  State Farm Vp Management Corp.
  Hacienda Heights, CA
• 05/2019 → 10/2022
  State Farm Vp Management Corp.
  Sacramento, CA
• 04/2022 → 10/2022
  State Farm Investment Management Corp
  Sacramento, CA
• 05/2019 → 01/2022
  State Farm Investment Management Corp
  Yorba Linda, CA
• 10/2022 → 01/2023
  State Farm Vp Managment Corp
  Yorba Linda, CA
• 10/2022 → 01/2023
  State Farm Insurance
  Yorba Linda, CA
• 02/2023 → Present
  State Farm Investment Management Corp
  Danville, CA
• 02/2023 → 03/2023
  State Farm Insurance
  Danville, CA
• 02/2023 → Present
  State Farm Vp Management Corp.
  Danville, CA
• 04/2023 → Present
  Brandon Lee Insurance Agency
  Danville, CA

Other Businesses

1) Brandon Lee's Insurance Agency; Investment-related; 4115 Blackhawk Plaza Cir Ste 220 Danville, CA 94506; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 4/1/2023; 80; 80; Service customers and supervise employees 2) NSX Club of America, Inc; non-investment-related; 240 Klein Lane Saukville WI 53080; Membership/Civic/Fraternal Organization; Other; None; 08/22/2025; 4;0; Car meets, Track Events, and Car Shows

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-04
• S63 Uniform Securities Agent State Law Examination
  2019-07-01