Jennifer D Ortiz

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

• 05/2019 → Present
  Jennifer Ortiz Insurance Agency
  Pleasant Boro, NJ
• 04/2017 → 05/2019
  Prudential
  Newark, NJ
• 04/2015 → 04/2017
  Prudential
  Newark, NJ
• 08/2026 → Present
  State Farm Vp Management Corp
  Pleasant Boro, NJ
• 08/2026 → Present
  State Farm Investment Management Corp
  Pleasant Boro, NJ

Other Businesses

1) Jen Ortiz’s Insurance Agency; Investment-related; 2133 Bridge Ave Point Pleasant Boro, NJ 08742; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;12/01/2019; 80; 80; Service customers and supervise employees 2) Jersey Shore Chamber of Commerce; non-investment related; Route 35, Wall, NJ 07719; organization; board member; 03/20/2023; 5;2; Local chamber of commerce 3) LITTLE OWL GOLF LLC; non-investment related; 2133 Bridge Ave., Point Pleasant, NJ 08742; service industry; owner; 05/20/2026; 2;0; organize group golf trips 4) LITTLE OWL PROPERTIES LLC; Investment related; 2133 Bridge Ave., Point Pleasant, NJ 08742; commercial property; owner; 11/01/2022; 2;0; business and rental

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-07-28
• S65 Uniform Investment Adviser Law Examination
  2026-06-16

Other Names

• Jennifer Dufresne
• Jennifer Ortiz