Jeff
Burtis

State Farm Investment Management Corp

CRD#2992547
Investment Advisor
in Peoria, IL

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About this Advisor

Jeff Burtis is a financial advisor based in Peoria, Illinois, working with State Farm Investment Management Corp. Jeff has previously held positions at State Farm Vp Management Corp, Jeff Burtis Insurance Agency, and State Farm Investment Management Corp. Jeff has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Jeff is part of State Farm Investment Management Corp, which operates out of Peoria, Illinois. 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

Series 63, Series 65

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

604 E War Mem Dr
Peoria, IL 61614

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$10,164,536,171

IL Average: $6,674,516,078
Total Number of Employees

22

IL Average: 44
Total Number of Accounts

4

IL Average: 2,564
Average Account Size

$2,541,134,043

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Jeff Burtis Work History

2024 - Present (0 year)

Jeff Burtis Insurance Agency

2024 - Present (0 year)

State Farm Investment Management Corp

2024 - Present (0 year)

State Farm Vp Management Corp

2018 - Present (6 years)

State Farm Investment Management Corp

2018 - Present (6 years)

State Farm Investment Management Corp

2015 - Present (9 years)

State Farm Vp Management Corp

2015 - Present (9 years)

Jeff Burtis Insurance Agency

1999 - Present (25 years)

Jeff Burtis Insurance Agency

1998 - Present (26 years)

State Farm Vp Management Corp

2019 - 2022 (3 years)

Jeff Burtis Insurance Agency

2019 - 2022 (3 years)

State Farm Vp Management Corp

Disclosures

Please visit the SEC profile of Jeff Burtis 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

Shannon Till
Winter Garden, FL
Timothy Muilenburg
Holland, MI
Gregory Brenner
Vestavia, AL
Kristie Polk
Bedford, TX
David Moore
Akron, OH
Timothy Bordelon
Grand Prairie, TX
Suzanne Bodlovic
Albany, OR
Richard Ruby
Huron, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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