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Current Employers
State Farm Investment Management Corp.

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-05-06
  • OR RA
    APPROVED
    Since 2025-05-06

Branch Locations

Oregon City, OR • United States

9375 Sw Wilsonville Rd Suite A, Wilsonville, OR 97070 • United States

3791 River Rd N Suite A, Keizer, OR 97303 • 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
OrganizationCityStateFromTo
Jay Puppo Insurance Agency Wilsonville OR 05/2024 Present
Retired Oregon City OR 06/2016 05/2024
State Farm Vp Management Corp Wilsonville OR 07/2024 Present
Joe Guerra Insurance Agency Keizer OR 07/2024 Present
State Farm Vp Management Corp Keizer OR 07/2024 Present
State Farm Investment Management Corp Keizer OR 04/2025 Present
State Farm Investment Management Corp Wilsonville OR 04/2025 Present
  • 05/2024 → Present
    Jay Puppo Insurance Agency
    Wilsonville, OR
  • 06/2016 → 05/2024
    Retired
    Oregon City, OR
  • 07/2024 → Present
    State Farm Vp Management Corp
    Wilsonville, OR
  • 07/2024 → Present
    Joe Guerra Insurance Agency
    Keizer, OR
  • 07/2024 → Present
    State Farm Vp Management Corp
    Keizer, OR
  • 04/2025 → Present
    Keizer, OR
  • 04/2025 → Present
    Wilsonville, OR
Other Businesses

1) Jay Puppo's Insurance Agency; Investment-related; 9375 SW Wilsonville Rd Ste A Wilsonville, OR 97070; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 05/14/2024; 80; 80; Service customers 2) Joe Guerra's Insurance Agency; Investment-related; 3791 River Rd N Ste A Keizer, OR 97303; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 05/14/2024; 80; 80; Service customers 3) ALZETA Corp; non-investment related; 1960 Hartog Drive San Jose CA 95131; other; director; director; 07/25/2014; 4; 0; manufacturing of industrial products, Advanced combustion clean air solutions for industry 4) Baytown Northwood Apartments LLC; non-investment-related; 1717 W 34th St, Ste 600-442 Houston, TX 77018; Investment or Commercial Property; Other; None; 10/29/2023; 0;0; Multi-family apartment complex 5) 515 East 12th JV LLC; Investment Related; 146 West 29th Street #8E New York, NY 10001; Investment or Commercial Property; Partner; None; 04/17/2026; 0; 0; Real Estate Investment

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-30
S63 Uniform Securities Agent State Law Examination 2024-05-28
  • S65 Uniform Investment Adviser Law Examination
    2025-04-30
  • S63 Uniform Securities Agent State Law Examination
    2024-05-28

View on SEC IAPD

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