Jessica Nicole Sutcliffe

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

• 09/2015 → 12/2020
  Thomas Klann Insurance Agency
  Fort Madison, IA
• 11/2018 → Present
  State Farm Vp Management Corp.
  Fort Madison, IA
• 01/2021 → Present
  State Farm Investment Management Corp
  Fort Madison, IA
• 12/2020 → Present
  Jess Sutcliffe Insurance Agency
  Fort Madison, IA

Other Businesses

1) Jessica Sutcliffe's Insurance Agency; Investment-related; 2623 Avenue L Fort Madison, IA 52627-3840; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/2021; 80; 80; Service customers and supervise employees. 2) Fort Madison SIRRC; non-investment-related; 2142 303rd Ave Fort Madison IA 52627; public service; director; director; 12/01/2022; 1; 1; Sitting on a board that reviews grant applications and approves them. Grant funds come from the revenue brought into the county by the Regional Southeast Iowa Regional Riverboat Commission- funds from casino. 3) Fort Madison Beautification Foundation; non-investment-related; 614 7th St Fort Madison, IA 52627; Membership/Civic/Fraternal Organization; Board member; President; 1/1/2023; 3; 0; Sit on the board/ volunteer for beautification foundation- goal of beautifying Fort Madison 4) Iowa Aspirant Group; non-investment-related; 1 State Farm Plaza Bloomington, IL 61710; Other; council; none; 3/1/2024; 2; 2; Duties: Study Group for State Farm Agent team members who want to pursue Agency. 5) Wjc Holdings, LLC; investment-related; 2142 303rd Ave Fort Madison, IA 52627; Investment or Commercial Property; Owner; none; 11/1/2024; 1; 0; Duties: Personally Held Real Estate 6) Fort Madison Tourism Board of Directors; Non-Investment-Related; 804 10th St Fort Madison, IA 52627; Association/Committee/Council; Director; None; 04/01/2025; 1; 0; Volunteer at events in town, promote Fort Madison tourism. 7) SE Iowa Regional SIRRC; Non-Investment Related; 610 N 4th St Ste 200 Burlington, IA 52601; Association/Committee/Council; Board Member; None; 01/01/2026; 1; 0; FM SIRRC Board

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-26
• S63 Uniform Securities Agent State Law Examination
  2019-04-26

Other Names

• Jessica Nicole Steenberg