JB
Jeffrey T. Brittain
STATE FARM INVESTMENT MANAGEMENT
SUFFOLK, VA
Some features on this profile are disabled
CRD#: 3170795
JB
Professional summary
Jeffrey Taft Brittain, who also goes by Jeff Brittain, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Suffolk, Virginia and STATE FARM VP MANAGEMENT CORP. located in Bloomington, Illinois.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jeffrey has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Brittain
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) Jeff Brittain Insurance Agency; Investment-related; 5839 Harbour View Blvd Ste 102 Suffolk, VA 23435-3797; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 02/01/2025; 80; 80; Service customers and supervise employees 2) Commonwealth Firearms, LLC, 8020 Clubhouse Dr. Suffolk VA 23433; Retail; Owner; None; 02/19/2018; 0; 0; Licensed Federal Firearm Dealer 3) Great Brittain Aviation LLC; Investment-related; 8020 Clubhouse Dr Suffolk, VA 23433; Retail; Owner; none; 9/28/2023; 0; 0; LLC to use for tax and liability advantages for possible airplane purchase. 4) Barnyard Tracker; non-investment-related; 8020 Clubhouse Dr, Suffolk, VA 23433; Vendor; Owner; None; 04/01/2025; 5;5; Other duties. 5) The Agent Aspirant Academy; Non-Investment-Related; 8020 Clubhouse Dr Suffolk, VA 23433; Association/Committee/Council; Owner; None; 04/01/2025; 5; 5; Monthly coaching and development of agent aspirants within the company. 6) Retail Alliance Foundation Board; Non-investment-related; 101 W Main St, Suite 905 Norfolk, VA 23510; Association/Committee/Council; Board Member; None; 05/20/2025; 1;1; Foundation is responsible for making financial decisions to help retail entrepreneurs succeed through training, development and coaching/mentoring. 7) First Tee of the Virginia Peninsula; non-investment-related; 1003 Brick Kiln Blvd Newport News VA 23602; Education; Board Member; None; 08/01/2025; 1;1; Building Game Changers by empowering kids and teens through golf
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Taft Brittain'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
March 2, 2022 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #2: 5839 Harbour View Blvd , Va -3 Ste 102, Suffolk, VA 23435RIA
CRD#: 3487
SUFFOLK, VA
Current
May 3, 1999 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: One State Farm Plaza, Bloomington, IL 61710-0001BD
CRD#: 43036
BLOOMINGTON, 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
North Carolina(10/29/2024)
IAR
North Carolina(10/29/2024)
RR
Virginia(3/31/2008)
IAR
Virginia(3/2/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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.
