Joseph Sakelaris

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

• 03/2021 → 08/2024
  Matt Halko Insurance Agency
  Downers Grove, IL
• 10/2023 → 08/2024
  Ryan Walheim Insurance Agency
  Darien, IL
• 03/2016 → 03/2021
  Stryker
  Wood Dale, IL
• 10/2023 → 08/2024
  State Farm Vp Management Corp.
  Darien, IL
• 10/2023 → 08/2024
  State Farm Investment Management Corp
  Darien, IL
• 08/2024 → 10/2024
  State Farm Insurance
  Oswego, IL
• 08/2024 → 10/2024
  State Farm Investment Management Corp
  Oswego, IL
• 08/2024 → 10/2024
  State Farm Vp Management Corp.
  Oswego, IL
• 10/2024 → 12/2024
  State Farm Insurance
  Naperville, IL
• 10/2024 → 12/2024
  State Farm Investment Management Corp
  Naperville, IL
• 10/2024 → 12/2024
  State Farm Vp Management Corp
  Naperville, IL
• 01/2025 → Present
  State Farm Vp Management Corp
  Mount Prospect, IL
• 01/2025 → Present
  State Farm Investment Management Corp
  Mount Prospect, IL
• 01/2025 → Present
  Joe Sakelaris Insurance Agency
  Mount Prospect, IL

Other Businesses

1) Joe Sakelaris Insurance Agency Insurance Agency; Investment-related; 800 E Northwest Hwy Ste 105 Mount Prospect, IL 60056-3457; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2025; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-26
• S63 Uniform Securities Agent State Law Examination
  2023-03-11

Other Names

• Joe Sakelaris