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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2018-12-06
  • AK RA
    APPROVED
    Since 2018-12-06

Branch Locations

1401 Turner St, Fairbanks, AK 99701 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
James Kelly Insurance Agency Juneau AK 09/2009 Present
State Farm Vp Management Copr Juneau AK 09/2009 Present
State Farm Investment Management Corp Fairbanks AK 11/2018 Present
  • 09/2009 → Present
    James Kelly Insurance Agency
    Juneau, AK
  • 09/2009 → Present
    State Farm Vp Management Copr
    Juneau, AK
  • 11/2018 → Present
    Fairbanks, AK
Previous Registrations
  • 2008-04-08 → 2009-04-03
    Denali Capital Management Llc
    Fairbanks, AK
Other Businesses

1) Northgate Calling, LLC; Investment-Related; 1029-1031 and 1023-1025 NE Northgate Way, Seattle, WA 98125; Investment or Commercial Property; Owner, President; 5/26/2021; 40, 0; Make deposits in checking account, lending/borrowing activities, control of the checkbook; pay bills/Co-Signor on checking account. 2) Jim Kelly Insurance Agency; Investment-related; 1401 Turner St Fairbanks, AK 99701-6161 (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2009; 80; 80; Service customers and supervise employees 3) JKLCP CALLING, LLC; Non-investment-related; 906 OLD STEESE HWY, FAIRBANKS, AK 99701; Investment or Commercial Property; Owner; President; 04/30/2022; 20; 0; MANAGE BUSINESS AFFAIRS. 4) NOVI VENTURES & PROPERTY DEVELOPMENT II, LLC; Investment-Related; 1401 TURNER STREET FAIRBANKS, AK 99701; Investment or Commercial Property; Officer/President; 09/01/2014; 2; 0; AIRBNB.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-03-20
S63 Uniform Securities Agent State Law Examination 2005-05-07
  • S65 Uniform Investment Adviser Law Examination
    2008-03-20
  • S63 Uniform Securities Agent State Law Examination
    2005-05-07
Other Names
  • Jim Kelly
  • Jimmy Kelly

View on SEC IAPD

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