Alexander Lionel Anneker

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

• 02/2019 → 02/2022
  Jpmorgan Chase Bank
  Pacific Palisades, CA
• 04/2018 → 02/2019
  La Financial Federal Credit Union
  Pasadena, CA
• 01/2008 → 04/2018
  Navy Federal Credit Union
  Santa Ana, CA
• 02/2022 → 07/2022
  State Farm Insurance
  Pasadena, CA
• 02/2022 → 07/2022
  State Farm Vp Management Corp.
  Pasadena, CA
• 07/2022 → Present
  Alex Anneker Insurance Agency
  Oakland, CA
• 07/2022 → Present
  State Farm Vp Management Corp.
  Oakland, CA
• 05/2023 → Present
  State Farm Investment Management Corp
  Oakland, CA

Previous Registrations

• 2006-02-14 → 2008-01-22
  Wells Fargo Investments, Llc
  Oceanside, CA
  El Cajon, CA
  Oceanside, CA

Other Businesses

1) State Farm; Investment-related; One State Farm Plaza, Bloomington, IL 61710; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); State Farm employee; Intern; 02/12/2022; 80; 80; Service customers 2) Travel Planners International; Non- investment-related; 1740 Fennell Street Maitland, FL 32751; Service Industry; Agent; none; 12/1/2023; 5; 0; Duties: Sales/travel reservation activities are only anticipated for family and friends.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-11-04
• S65 Uniform Investment Adviser Law Examination
  2021-10-24
• S66 Uniform Combined State Law Examination
  2006-02-13

Other Names

• Alex Lionel Anneker
• Alexander Lionel Anneker
• Alexander Anneker