Jeffrey Michael Valler

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

• 08/2016 → 01/2017
  State Farm Insurance
  Tempe, AZ
• 01/2017 → Present
  Jeff Valler Insurance Agency
  Rio Rancho, NM
• 07/2018 → Present
  State Farm Vp Management Corp.
  Rio Rancho, NM
• 10/2021 → Present
  State Farm Investment Management Corp
  Rio Rancho, NM

Other Businesses

1) Jeff Valler's Insurance Agency; Investment-related; 1350 Jackie Rd SE, Ste. 106, Rio Rancho, NM 87124; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2017; 80; 80; Service customers and supervise employees. 2) Valler Holdings LLC; Investment-related; 3313 Nativitas Rd NE Rio Rancho, NM 87144; Investment or Commercial Property; Owner/President; 06/03/2024; 4; 0; Valler Holdings LLC is a single member LLC holding company for the commercial office space I run my State Farm agency in.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-11-20

Designations

• Chartered Financial Consultant