Katelin Grace Beach Harlan

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

• 05/2014 → Present
  Katelin Harlan Insurance Agency
  Encinitas, CA
• 05/2014 → Present
  State Farm Vp Management Corp
  Encinitas, CA
• 08/2018 → Present
  State Farm Investment Management Corp
  Encinitas, CA
• 11/2022 → Present
  Katelin Harlan Insurance Agency
  Carlsbad, CA
• 11/2022 → Present
  State Farm Vp Management Corp
  Carlsbad, CA

Other Businesses

1) JAZZERCISE; NON-INVESTMENT-RELATED; 13382 POWAY RD, POWAY CA 92064; SERVICE INDUSTRY; INDEPENDENT CONTRACTOR; 11/1/2014; 8HR/MO; 0HR/MO; INSTRUCTOR. 2) Katelin Harlan's Insurance Agency; Insurance Agency; Investment-related; 531 Encinitas Blvd Ste 119 Encinitas, CA 92024-3773; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/2014; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-30
• S63 Uniform Securities Agent State Law Examination
  2013-11-01

Other Names

• Katie Beach
• Katie Harlan
• Katelin Grace Beach