Jacqueline Ann Lugar

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

• 12/2010 → Present
  Jacqui Lugar Insurance Agency
  San Antonio, TX
• 12/2010 → Present
  State Farm Vp Management Corp.
  San Antonio, TX
• 08/2018 → 06/2019
  State Farm Investment Management Corp
  San Antonio, TX
• 04/2024 → Present
  State Farm Investment Management Corp
  San Antonio, TX

Other Businesses

1) NAIFA San Antonio; non-investment-related; 8600 Wurzbach Rd. San Antonio TX 78240; Association/Committee/Council; January 1, 2020, to December 31, 2020. I am Past President and on the Board of Directors.; 01/01/2020; 8;4. 2) Jacqueline Lugar's Insurance Agency; Investment-related; 2815 N Loop 1604 E Ste 109 San Antonio, TX 78232-1709; Other; Owner; Agent; 12/01/2010; 80; 80; Service customers and supervise employees 3) GML LLC DBA Ironside Services; Investment-related; 159 Sendero Verde San Antonio TX 78261; Sales & Leasing of Construction Type Machines; Partner; None; 12/28/2022; 8; 0; Purchasing of packages of construction equipment and either leasing or selling the equipment to a contractor, lending/borrowing activities

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-12-14

Designations

• Chartered Financial Consultant

Other Names

• Jacqui Burke
• Jacqueline Ann Welch
• Jacqueline Ann Box
• Jacqueline Box Burke
• Jacqueline Ann Burke