Kelly Jay Burns

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

• 01/2010 → Present
  Kelly Burns Insurance Agency
  Centennial, CO
• 01/2010 → Present
  State Farm Vp Management Corp.
  Centennial, CO
• 05/2021 → Present
  State Farm Investment Management Corp
  Centennial, CO

Previous Registrations

• 2010-01-14 → 2013-01-28
  State Farm Investment Management Corp.
  Centennial, CO
  Centennial, CO
• 2006-08-03 → 2006-11-29
  Charles Schwab & Co., Inc.
  Englewood, CO

Other Businesses

1) Kelly Burns's Insurance Agency; Insurance Agency; Investment-related; 6909 S Holly Cir Ste 320 Centennial, CO 80112-1045; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2010; 80; 80; Service customers and supervise employees

Exams

• S66 Uniform Combined State Law Examination
  2006-08-01
• S63 Uniform Securities Agent State Law Examination
  1999-09-27

Designations

• Chartered Financial Consultant

Other Names

• Kelly Burns