James Phillip William Epstein

Current Employers

Employment History

• 08/2009 → Present
  State Farm Vp Management Corp.
  Ukiah, CA
• 01/2010 → Present
  Jay Epstein Insurance Agency
  Ukiah, CA
• 09/2018 → 06/2019
  State Farm Investment Management Corp
  Ukiah, CA
• 10/2023 → Present
  State Farm Investment Management Corp
  Ukiah, CA

Other Businesses

1) PYRO DIVISION, US NAVAL SEA CADET CORPS; NON-INVESTMENT-RELATED; 599 TOMALES ROAD, PETALUMA, CA 94952; Membership/Civic/Fraternal Organization; YOUTH ORGANIZATION THAT IS STRUCTERED AROUND LEARNING ABOUT THE US NAVY, US MARINES AND THE US COAST GUARD 0%COMMANDING OFFICER OF PYRO UNIT; 3/23/13; 10HRS/MO; 0 HRS/MO;CONTROL OF THE CHECKBOOK, REVIEW BANK STATEMENTS, MAKE DEPOSITS IN THE CHECKING ACCOUNT, PAY BILLS/CO-SIGNOR ON CHECKING ACCOUNT. 2) James Epstein's Insurance Agency; Insurance Agency; Investment-related; 704 E Perkins St Ste B Ukiah, CA 95482-2004; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2010; 80; 80; Service customers and supervise employees 3) 12th District Agriculture Association; Non-investment-related; 1055 N State St Ukiah, CA 95482; Other; Director; none; 12/20/2023; 3; 0; Duties: nonpaid board member of the 12th District Ag Assoc which is the State-Owned fairgrounds in Ukiah CA. This board position is appointed by Gov. Newsom. 4) Lake Mendocino Community College District; non-investment-related; 1000 Hensley Creek Road Ukiah CA 95482; Education; Trustee; 12/18/2024; 3; 0; Community College District I would be one of 7 trustees on for our local community college. 5) Enagic USA; non-investment-related;4115 Spencer St, Torrence, CA 90503; Retail; Distributor/sales Representative; None; 02/06/2025;0;0; none.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-12-30
• S65 Uniform Investment Adviser Law Examination
  1999-05-06

Designations

Other Names

• Jay Epstein