JJ
John D. Jefcoat
STATE FARM INVESTMENT MANAGEMENT
LAUREL, MS 39440
Some features on this profile are disabled
CRD#: 3033667
JJ
Professional summary
John David Jefcoat is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Laurel, Mississippi and STATE FARM VP MANAGEMENT CORP. located in Naperville, Illinois.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. John has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) PLEASANT RIDGE WATER ASSOCIATION; NON-INVESTMENT-RELATED; 24 HOLLY RD, LAUREL, MS 39443; ASSOCIATION/COMMITTEE; COUNCIL; BOARD MEMBER; 9/8/14; NO DUTIES; 1 HR/MO; 0 HRS/MO; NO DUTIES 2) J & J AIR, LLC; NON-INVESTMENT-RELATED; 1317 HIGHWAY 15 N, LAUREL, MS 39440; INVESTMENT OR COMMERCIAL PROPERTY; OFFICER 100%; 11-6-14; NO DUTIES; 1 HR/MO; 0 HRS/MO. 3) J&F Enterprises, LLC; Non-Investment-Related; 1317 Hwy 15 North, Laurel, MS 39440; Investment or Commercial Property; Partner; 9/1/2017;4 HR/MO & 0 HR/MO; Office Building Management; Lending/Borrowing Activities, Control of the checkbook, Review bank statements, make deposits in the checking account, Pay bills/Co-Signor on checking account 4) J&J Marketing; Non-Investment Related; 15 Rocky Creek Cove, Ellisville, MS 39437; Service Industry; Owner; 9/1/2017; 10 HR/MO & 0 HR/MO.; Marketing services for agency.; Control of the checkbook, Review bank statements, Make deposits in the checking account, Pay bills/Co-Signor on checking account 5) John Jefcoat's Insurance Agency; Insurance Agency; Investment-related; 1317 Highway 15 N Laurel, MS 39440-2679; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/1992; 80; 80; Service customers and supervise employees 6) Jefcoat Properties, LLC; Investment related; 101 Ingleside Rd., Madison, MS 39110; Rental of owned real estate; Partner; 04/24/2023; 2; 2; pay bills, deposits to checking account. 7) F & J Properties, LLC; Investment Related; 101 Ingleside Rd. Madison, MS 39110; Investment or Commercial Property; Partner/Owner; 05/15/2024; 2; 0; Commercial Property Management of Dental Clinic.
CRS (Client Relationship Summary) - RIA
Click below to view John David Jefcoat's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 6, 2021 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 1317 Hwy 15 N, Laurel, MS 39440RIA
CRD#: 3487
LAUREL, MS
Current
May 29, 1998 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 2020 Calamos Court #237, Naperville, IL 60563BD
CRD#: 43036
Naperville, IL
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Mississippi(2/6/2001)
IAR
Mississippi(12/6/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
