Kathy
Jurgensen
State Farm Investment Management Corp
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About this Advisor
Kathy Jurgensen is a financial advisor based in Temecula, California, working with State Farm Investment Management Corp. Kathy has previously held positions at Thrivent Investment Management Inc, Independent Contractor - Business Consulting, Lakeshore Athletic Club, Sagepoint Financial, Inc, Client One Securities, State Farm Insurance, Kathy Jurgensen Insurance Agency, State Farm Vp Management Corp, and State Farm Investment Management Corp. Kathy has passed the Series 66 regulatory exam and is registered to provide services in Arizona and California. Currently, Kathy is part of State Farm Investment Management Corp, which operates out of Temecula, California. The firm has 22 employees and manages assets totaling $10.2 billion. The services offered by the firm include portfolio management for investment companies. The fee structure at State Farm Investment Management Corp includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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State Farm Investment Management Corp Brokerage Details
$10,164,536,171
22
4
$2,541,134,043
Investment Advisory Services
- Portfolio management for investment companies
Kathy Jurgensen Work History
Kathy Jurgensen Insurance Agency
State Farm Vp Management Corp
State Farm Investment Management Corp
State Farm Insurance
Client One Secrities
Sagepoint Financial, Inc
Lakeshore Athletic Club
Independant Contrator - Business Consulting
Thrivent Investment Management Inc
Disclosures
Please visit the SEC profile of Kathy Jurgensen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at State Farm Investment Management Corp
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Fairhope, AL
Little Rock, AR
Houston, TX
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