Kelsey Shay

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

Authority	Category	Status	Date
GA	RA	APPROVED	2026-07-17

GA RA
APPROVED

Since 2026-07-17

Branch Locations

57 Homegrown Way Unit 401, Yulee, FL 32097 • 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

Organization	City	State	From	To
Kelsey Shay Insurance Agency	Yulee	FL	10/2018	Present
State Farm Vp Management Corp	Yulee	FL	07/2026	Present
State Farm Investment Management Corp	Yulee	FL	07/2026	Present
State Farm Insurance Company	Jacksonville	FL	04/2018	09/2018
Chris Frank Insurance Agency	Jacksonville	FL	06/2016	03/2018

10/2018 → Present

Kelsey Shay Insurance Agency

Yulee, FL
07/2026 → Present

State Farm Vp Management Corp

Yulee, FL
07/2026 → Present

State Farm Investment Management Corp

Yulee, FL
04/2018 → 09/2018

State Farm Insurance Company

Jacksonville, FL
06/2016 → 03/2018

Chris Frank Insurance Agency

Jacksonville, FL

Other Businesses

Kelsey Shay Insurance Agency; Investment-related; 86058 Saint Peter Blvd Yulee, FL 32097-5690; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/2018; 80; 80; Service customers and supervise employees

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-10

S65 Uniform Investment Adviser Law Examination

2026-06-10

View on SEC IAPD