Jeslling Brandao Montalvan

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

• 01/2014 → Present
  Jeslling Montalvan Insurance Agency
  Silver Spring, MD
• 01/2014 → Present
  State Farm Vp Management Corp
  Silver Spring, MD
• 01/2021 → Present
  Jeslling Montalvan Insurance Agency
  Rockville, MD
• 01/2021 → Present
  State Farm Vp Management Corp
  Rockville, MD
• 08/2023 → Present
  State Farm Investment Management Corp
  Rockville, MD
• 08/2023 → Present
  State Farm Investment Management Corp
  Silver Spring, MD

Other Businesses

1) Ouro Properties LLC (previously AJB Properties LLC); Non-investment-related; 20054 Gateshead Cir., Germantown, MO, 20876; Investment or Commercial Property; Partner; no title; 09/23/2021; 0; 0; authority if there is an emergency of mother's business. 2) Jeslling Montalvan's Insurance Agency; Investment-related; 12121 Heritage Park Cir Silver Spring, MD 20906-4556 and 6127 Executive Blvd Rockville, MD 20852-3901 and 6127 Executive Blvd Rockville, MD 20852-3901; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2014; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-15
• S63 Uniform Securities Agent State Law Examination
  2014-10-30

Other Names

• Jeslling Yolani Irias
• Jeslling Yolani Montalvan-Brandao
• Jeslling Montalvan-Brandao
• Jeslling Montalvan