Jeff Burtis (CRD# 2992547) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Peoria, IL and has over 23 years of experience in the finance industry.
CRD# 4746685
Rp Zeigler Investment Services
CRD# 1047258
Robert W. Baird & Company Incorporated
CRD# 3039582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jeff Burtis Insurance Agency | Decatur, IL | Apr 2024 - Current | < 1 |
| State Farm Investment Management Corp | Decatur, IL | Apr 2024 - Current | < 1 |
| State Farm Vp Management Corp. | Decatur, IL | Apr 2024 - Current | < 1 |
| State Farm Investment Management Corp | Springfield, IL | Aug 2018 - Current | 5 |
| State Farm Investment Management Corp | Peoria, IL | Aug 2018 - Current | 5 |
| State Farm Vp Management Corp. | Springfield, IL | Jan 2015 - Current | 9 |
| Jeff Burtis Insurance Agency | Springfield, IL | Jan 2015 - Current | 9 |
| Jeff Burtis Insurance Agency | Peoria, IL | Jun 1999 - Current | 24 |
| State Farm Vp Management Corp. | Peoria, IL | Jun 1998 - Current | 25 |
| Jeff Burtis Insurance Agency | Washington, IL | Oct 2019 - Nov 2022 | 3 |
| State Farm Vp Management Corp. | Washington, IL | Oct 2019 - Nov 2022 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2000 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- IL
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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