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Jessica Ann Lile

State Farm Investment Management Corp.

Tulsa, OK

CRD 7603224

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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:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2023-03-29
  • OK RA
    APPROVED
    Since 2023-03-29

Branch Locations

1709 Utica Square Ste 240, Tulsa, OK 74114 • 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
Chris Lile Insurance Agency Tulsa OK 09/2014 08/2023
State Farm Vp Management Corp Tulsa OK 07/2022 08/2023
State Farm Investment Management Corp Tulsa OK 03/2023 08/2023
State Farm Investment Management Corp Owasso OK 08/2023 01/2024
State Farm Vp Management Corp Owasso OK 08/2023 01/2024
State Farm Insurance Owasso OK 08/2023 01/2024
Jessey Lile Insurance Agency Tulsa OK 01/2024 Present
State Farm Investment Management Corp Tulsa OK 01/2024 Present
State Farm Vp Management Corp Tulsa OK 01/2024 Present
  • 09/2014 → 08/2023
    Chris Lile Insurance Agency
    Tulsa, OK
  • 07/2022 → 08/2023
    State Farm Vp Management Corp
    Tulsa, OK
  • 03/2023 → 08/2023
    Tulsa, OK
  • 08/2023 → 01/2024
    Owasso, OK
  • 08/2023 → 01/2024
    State Farm Vp Management Corp
    Owasso, OK
  • 08/2023 → 01/2024
    State Farm Insurance
    Owasso, OK
  • 01/2024 → Present
    Jessey Lile Insurance Agency
    Tulsa, OK
  • 01/2024 → Present
    Tulsa, OK
  • 01/2024 → Present
    State Farm Vp Management Corp
    Tulsa, OK
Other Businesses

1) Jesse Lile's Insurance Agency; Investment-related; 1709 Utica Square Ste 240 Tulsa OK 74114; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2024; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-10
S63 Uniform Securities Agent State Law Examination 2022-09-23
  • S65 Uniform Investment Adviser Law Examination
    2023-02-10
  • S63 Uniform Securities Agent State Law Examination
    2022-09-23
Other Names
  • Jessey Ann Lile

View on SEC IAPD

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