Kelly
Jepsen

State Farm Investment Management Corp

CRD#3255703
Investment Advisor
in Houghton, MI

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About this Advisor

Kelly Jepsen is a financial advisor based in Houghton, Michigan, working with State Farm Investment Management Corp. Kelly has previously held positions at State Farm Vp Management Corp, Kelly Jepsen Insurance Agency, and State Farm Investment Management Corp. Kelly has passed the Series 63 regulatory exam and is registered to provide services in Michigan. Currently, Kelly is part of State Farm Investment Management Corp, which operates out of Houghton, Michigan. 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, Chartered Financial Consultant

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

1104 College Ave
Houghton, MI 49931

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$10,164,536,171

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

22

MI Average: 44
Total Number of Accounts

4

MI Average: 2,564
Average Account Size

$2,541,134,043

MI Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Kelly Jepsen Work History

2023 - Present (1 year)

State Farm Investment Management Corp

2003 - Present (21 years)

Kelly Jepsen Insurance Agency

2001 - Present (23 years)

State Farm Vp Management Corp

Disclosures

Please visit the SEC profile of Kelly Jepsen 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

Sheron Richardson
Richardson, TX
Anthony Dow
California, MO
Shawn-Michael Manniel
Chesapeake, VA
Ryan Mccloskey
Puyallup, WA
Carter Valentine
Cedar Rapids, IA
Garrett Palesano
Fairhope, AL
Zachary Johnson
Little Rock, AR
Matthew Tupa
Houston, TX

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