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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
DE RA APPROVED 2024-03-13
VA RA APPROVED 2024-03-13
MD RA APPROVED 2023-11-08
  • DE RA
    APPROVED
    Since 2024-03-13
  • VA RA
    APPROVED
    Since 2024-03-13
  • MD RA
    APPROVED
    Since 2023-11-08

Branch Locations

30437 Mt Vernon Rd, Princess Anne, MD 21853 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jeffrey Marshall Insurance Agency Princess Anne MD 01/2014 Present
State Farm Vp Management Corp Princess Anne MD 01/2014 Present
State Farm Investment Management Corp Princess Anne MD 11/2023 Present
  • 01/2014 → Present
    Jeffrey Marshall Insurance Agency
    Princess Anne, MD
  • 01/2014 → Present
    State Farm Vp Management Corp
    Princess Anne, MD
  • 11/2023 → Present
    Princess Anne, MD
Other Businesses

1) Jeffrey Marshall's Insurance Agency; Insurance Agency; Investment-related; 30437 Mount Vernon Rd Princess Anne, MD 21853-1437; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2014; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-03-01
S65 Uniform Investment Adviser Law Examination 2023-11-01
  • S63 Uniform Securities Agent State Law Examination
    2024-03-01
  • S65 Uniform Investment Adviser Law Examination
    2023-11-01
Other Names
  • Jeff Marshall

View on SEC IAPD

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