JS
Jennifer J. Scudder
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CRD#: 2938567
JS
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jennifer Jo Scudder, ChFC®, CLU®, who also goes by Jeni Scudder, was a registered financial professional .
Jennifer is a previously registered financial professional and started their career in finance in 1997. Jennifer had worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Jeni Scudder
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1 ) COMMUNITY FOUNDATION OF SWITZERLAND COUNTY; NOT-INVESTMENT RELATED; PO BOX 46, VEVAY, IN 47043; NON-PROFIT GRANTS AND SCHOLARSHIPS THROUGH ENDOWMENTS; DIRECTOR/TREASURER; 01/2005; 2-HOURS PER MONTH DEVOTED; 2-DURING TRADING HOURS; TREASURER AND SIT ON FINANCE COMMITTEE. 2)Pure Initiative, Inc; investment related; PO Box 2083, Clarksville, IN 47129;Organization that sends volunteers into high schools and middle schools to teach sexual integrity and respect for life in all relationships and encouraging youth to choose healthy relationships; board member; 12/1/16; as board member will discuss business practices and organization. May be asked to speak to groups/organizations about Pure which might lead to donations for expenses incurred in publishing material for students; 1 hr for both. (3)Jewelry Store; non-investment related; 401 Ferry St, Vevay, IN 47043; I inherited my parents Jewelry Store(it has same address as my office-my dad was a State Farm Agent 28 yrs ago in same office)It is next door to my office with a door from my office to the Jewelry Store. I am thinking about opening it back up with limited hours. It has been in the family 66 yrs; owner; 4/1/18; 100%; plan to hire someone to work. I will work on my day off; 40 hrs/mo; 24 hrs/mo. 4) Jennifer Scudder's Insurance Agency; Insurance Agency; Investment-related; 401 Ferry St Vevay, IN 47043-1105; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/1/1989; 80; 80; Service customers and supervise employees
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Past
September 18, 2018 - September 30, 2024
STATE FARM INVESTMENT MANAGEMENT CORP.
RIA
CRD#: 3487
Vevay, IN
Past
December 15, 1997 - September 30, 2024
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
Vevay, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
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Contact information
Main Address
One State Farm Plaza B-2, Bloomington, IL 61710-0001
Mailing Address
Phone number
(800) 447-0740
Established
Delaware since 12/09/1966
Firm type
Corporation
Fiscal year end
November
# of Employees
150
SEC notice filing (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | OWNER | |
| CHEVALIER, JEREL SAM | ASSISTANT SECRETARY-TREASURER | 2209892 |
| GRIMES, DAVID ROY | VICE PRESIDENT & SECRETARY | 1432710 |
| GRIZZLE, DAVID RAY | ASSISTANT SECRETARY/TREASURER | 4084087 |
| HORTON, STEPHEN LOWELL | ASSISTANT SECRETARY | 3124493 |
| JAYNES, DONALD ONEIL | ASSISTANT SECRETARY | 3124497 |
| JOSLIN, ROGER SCOTT | DIRECTOR, VICE PRESIDENT & TREASURER | 262350 |
| KILLIAN, JOHN JOSEPH | DIRECTOR | 2614915 |
| MOORE, DAVID MICHAEL | ASSISTANT SECRETARY | 2876793 |
| MOSER, KURT GEORGE | DIRECTOR & SENIOR VICE PRESIDENT | 2065254 |
| RUST, EDWARD BARRY JR | DIRECTOR AND PRESIDENT | 1450795 |
| THOMAS, HOWARD ANDREW | ASSISTANT SECRETARY-TREASURER | 3150520 |
| TIPSORD, MICHAEL LEON | ASSISTANT SECRETARY | 1943922 |
| TROSINO, VINCENT JOSEPH | DIRECTOR | 1780681 |
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 11,294,815,444 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
