Alpesh Jitendra Patel

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

• 04/1999 → Present
  State Farm Vp Management Corp.
  Fort Mill, SC
• 06/2000 → Present
  Alpesh Patel Insurance Agency
  Fort Mill, SC
• 08/2018 → 06/2019
  State Farm Investment Management Corp
  Fort Mill, SC
• 09/2021 → Present
  State Farm Investment Management Corp
  Fort Mill, SC

Other Businesses

1. JESUP LLC; NON-INVESTMENT RELATED; INVESTMENT OR COMMERCIAL PROPERTY; 856 GOLD HILL ROAD, FORT MILL, SC 29708; JESUP LLC CURRENTLY OWNS ONE PROPERTY THAT IS OCCUPIED BY AL PATEL INSURANCE AGENCY AND THIS AMENDMENT IS BECAUSE JESUP LLC IS IN THE PROCESS OF PURCHASING ADDITIONAL OFFICE BUILDING FOR LEASING PURPOSE WITH A POSSIBLE CLOSE DATE OF 07/31/14 OR SOONER; PRESIDENT 100%; 7/31/14; NO DUTIES; 1 HRS/MTH; 0HR. 2) Alpesh Patel's Insurance Agency; Insurance Agency; Investment-related; 856 Gold Hill Rd Ste 110 Fort Mill, SC 29708-8900; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/1999; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-02
• S63 Uniform Securities Agent State Law Examination
  2001-01-27

Other Names

• Al Patel