Andrew Jacob Espey

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:

Current Employers

State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-07-18

FL RA
APPROVED

Since 2024-07-18

Branch Locations

5300 W Hlsboro Blvd Ste 102, Coconut Creek, FL 33073 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Antonia C. Espey Insurance Agency	Coconut Creek	FL	02/2023	Present
Sleep Number	Davie	FL	03/2017	02/2023
Kohl's	Coconut Creek	FL	10/2016	03/2017
State Farm Vp Management Corp	Coconut Creek	FL	02/2024	Present
Antonia C. Espey Insurance Agency	Coconut Creek	FL	05/2016	10/2016
State Farm Investment Management Corp	Coconut Creek	FL	07/2024	Present

02/2023 → Present

Antonia C. Espey Insurance Agency

Coconut Creek, FL
03/2017 → 02/2023

Sleep Number

Davie, FL
10/2016 → 03/2017

Kohl's

Coconut Creek, FL
02/2024 → Present

State Farm Vp Management Corp

Coconut Creek, FL
05/2016 → 10/2016

Antonia C. Espey Insurance Agency

Coconut Creek, FL
07/2024 → Present

State Farm Investment Management Corp

Coconut Creek, FL

Other Businesses

1 )Toni Espey's Insurance Agency; Investment-related; 5300 W Hlsboro Blvd Ste 102 Coconut Creek, FL 33073; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 01/03/2023; 80; 80; Service customers

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-06-26

S65 Uniform Investment Adviser Law Examination

2024-06-26

View on SEC IAPD