Jeffrey J. Loperfido
Professional summary
Jeffrey James Loperfido, who also goes by Jeff Loperfido, Jeffrey James Loperfido, Jeffrey Loperfido, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Boynton Beach, Florida and STATE FARM VP MANAGEMENT CORP. located in Dunwoody, Georgia.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jeffrey has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey James Loperfido's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 1, 2026 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
December 22, 2025 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 237 Perimeter Center Pkwy Ne, Dunwoody, GA 30346June 10, 2021 - June 30, 2025
ALLSTATE FINANCIAL ADVISORS, LLC
June 3, 2021 - June 30, 2025
ALLSTATE FINANCIAL SERVICES, LLC
October 26, 2020 - May 3, 2021
PRUCO SECURITIES, LLC.
October 21, 2020 - May 3, 2021
PRUCO SECURITIES, LLC.
July 16, 2020 - October 6, 2020
BROOKSTONE CAPITAL MANAGEMENT LLC
June 2, 2016 - April 9, 2020
J.P. MORGAN SECURITIES LLC
May 25, 2016 - April 9, 2020
J.P. MORGAN SECURITIES LLC
October 4, 2010 - April 18, 2016
BB&T INVESTMENT SERVICES, INC.
August 20, 2010 - April 18, 2016
BB&T INVESTMENT SERVICES, INC.
December 10, 2009 - August 23, 2010
CUSO FINANCIAL SERVICES, L.P.
March 24, 2008 - January 13, 2009
NATIONWIDE INVESTMENT SERVICES CORPORATION
October 19, 2007 - March 10, 2008
GUARDIAN INVESTOR SERVICES LLC
February 17, 2004 - October 15, 2007
COREBRIDGE CAPITAL SERVICES, INC.
February 3, 2000 - May 30, 2003
EQUITABLE DISTRIBUTORS, LLC
Primary Firm SEC Registration
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/22/2025)
(5/1/2026)
(12/22/2025)
(5/1/2026)
Exams
FINRA
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
Contact information
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.
