Jeffrey J. Loperfido
Professional summary
Jeffrey James Loperfido, who also goes by Jeff Loperfido, Jeffrey James Loperfido, Jeffrey Loperfido, is a registered financial professional currently at STATE FARM VP MANAGEMENT CORP. located in Dunwoody, Georgia.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2000. Jeffrey has worked at 12 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) - BD
Click below to view Jeffrey James Loperfido's CRS (Customer Relationship Summary).
Certified licenses
Experience
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
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)
(12/22/2025)
Exams
FINRA
Current Firm
STATE FARM VP MANAGEMENT CORP.
CRD#: 43036 / SEC#: , 8-50128
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STATE FARM INVESTMENT MANAGEMENT | SHAREHOLDER | 3487 |
| COOK, KRISTYN | EXECUTIVE VICE PRESIDENT AND DIRECTOR | 4215717 |
| FARNEY, JON CHARLES | PRESIDENT AND DIRECTOR | 2839964 |
| GHANBARPOUR, ARASH | VICE PRESIDENT AND DIRECTOR | 5129325 |
| HINTZ, SCOTT ALEXANDER | VICE PRESIDENT - FINANCIAL AND SECRETARY | 2004555 |
| LUDWIG, TERRENCE MICHAEL | CHIEF COMPLIANCE OFFICER AND TREASURER | 3231040 |
| MINEAU, SARAH | SENIOR VICE PRESIDENT AND DIRECTOR | 4634160 |
| MONTGOMERY, BRADLEY DOYLE | SENIOR VICE PRESIDENT AND DIRECTOR | 2913835 |
| PRESTON, BRIAN LYNN | ANTI-MONEY LAUNDERING AND OFFICE OF FOREIGN ASSETS CONTROL COMPLIANCE OFFICER | 4312143 |
| WIEDUWILT, ANDREW PATRICK | VICE PRESIDENT | 8074278 |
| WILLARD, DANIEL NELSON | ASSISTANT SECRETARY AND COUNSEL | 5207081 |
Disclosures
| Regulatory Event | 7 |
Red Flags
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