Brian James O'KEefe

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

• 07/2007 → 09/2024
  State Farm Vp Management Corp.
  Syosset, NY
• 01/2008 → Present
  Brian O'KEefe Insurance Agency
  Holbrook, NY
• 08/2026 → Present
  State Farm Vp Management Corp.
  Holbrook, NY
• 08/2026 → Present
  State Farm Investment Management Corp
  Holbrook, NY

Other Businesses

1. Brian O'Keefe's Insurance Agency; Insurance Agency; Investment-related; 411 Furrows Rd Holbrook, NY 11741-2721; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2008; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-30
• S63 Uniform Securities Agent State Law Examination
  2007-08-20

Other Names

• Brian James Okeefe