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Jeffrey Stephen Flores

State Farm Investment Management Corp.

San Rafael, CA

CRD 1722580

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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

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-02
  • CA RA
    APPROVED
    Since 2026-05-02

Branch Locations

San Rafael, CA • 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
Bon Tempe One, Llc San Rafael CA 08/2018 Present
Unemployed San Rafael CA 04/2018 08/2018
Mogo Interactive Corte Madera CA 03/2017 04/2018
Unemployed San Rafael CA 04/2016 02/2017
State Farm Insurance San Rafael CA 04/2026 Present
State Farm Vp Management Corp. San Rafael CA 04/2026 Present
State Farm Investment Management Corp San Rafael CA 04/2026 Present
Bon Tempe Two, Llc San Rafael CA 12/2021 Present
East Peak Enterprises, Inc San Rafael CA 09/2018 Present
  • 08/2018 → Present
    Bon Tempe One, Llc
    San Rafael, CA
  • 04/2018 → 08/2018
    Unemployed
    San Rafael, CA
  • 03/2017 → 04/2018
    Mogo Interactive
    Corte Madera, CA
  • 04/2016 → 02/2017
    Unemployed
    San Rafael, CA
  • 04/2026 → Present
    State Farm Insurance
    San Rafael, CA
  • 04/2026 → Present
    State Farm Vp Management Corp.
    San Rafael, CA
  • 04/2026 → Present
    San Rafael, CA
  • 12/2021 → Present
    Bon Tempe Two, Llc
    San Rafael, CA
  • 09/2018 → Present
    East Peak Enterprises, Inc
    San Rafael, CA
Other Businesses

1) State Farm; Investment-related; One State Farm Plaza, Bloomington, IL 61710; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); State Farm employee; Intern; 04/11/2026; 80; 80; Service customers 2) Bon Tempe One, LLC; Non-Investment Related; 9 Elmwood Court San Rafael, CA 94901; Service Industry; Owner; None; 12/06/2018; 12; 4; The business has a full-time GM who runs all of the day-to-day operations of the business 3) Bon Tempe Two, LLC; Non-Investment Related; 9 Elmwood Court San Rafael, CA 94901; Service Industry; Owner; None; 12/09/2021; 4; 0; The business has a full-time GM who runs all of the day-to-day operations of the business. 4) East Peak Enterprises, Inc; Non-Investment Related; 9 Elmwood Court San Rafael, CA 94901; Other; Officer; President; 09/07/2018; 1; 0; Trustee

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-05-11
S65 Uniform Investment Adviser Law Examination 2026-05-01
  • S63 Uniform Securities Agent State Law Examination
    2026-05-11
  • S65 Uniform Investment Adviser Law Examination
    2026-05-01

View on SEC IAPD

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