Jeffrey TraudtCRD Number: 2913621
Current Firm: State Farm Investment Management Corp.
Jeffrey Traudt (CRD# 2913621) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Toledo, OH and has over 13 years of experience in the finance industry.
Bollin Wealth Management, LLC
|State Farm Investment Management Corp||Toledo, OH||Oct 2018 - Current||3|
|State Farm Vp Management Corp.||Toledo, OH||May 1997 - Current||24|
|Jeffrey Traudt Insurance Agency||Toledo, OH||Oct 1982 - Current||39|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2008|
Total Assets Under Management9,674MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$2,418,560,162
- 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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