AA
Abdallah J. Abdelkhalek
STATE FARM INVESTMENT MANAGEMENT
Pleasanton, CA 94566
Some features on this profile are disabled
CRD#: 4301372
AA
Professional summary
Abdallah Jamil Abdelkhalek, who also goes by Aj Abdelkhalek, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Pleasanton, California and STATE FARM VP MANAGEMENT CORP. located in Dunwoody, Georgia.
Abdallah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Abdallah has worked at 6 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 3 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Aj Abdelkhalek
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) Abdallah Abdelkhalek's Insurance Agency; Insurance Agency; Investment-related; 146 E Iowa Ave, Sunnyvale, CA 94086 and 4307 Valley Ave Ste C Pleasanton, CA 94566-5548; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 02/01/2011; 80; 80; Service customers and supervise employees. 2) Abdallah J. Abdelkhalek - Property #1 (Personally Held Real Estate); Investment Related; 148 E Iowa Ave Sunnyvale, CA 94086; Investment or Commercial Property; Owner; 06/02/2022; 1; 0; Rental property.
CRS (Client Relationship Summary) - RIA
Click below to view Abdallah Jamil Abdelkhalek'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
January 1, 2019 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 4307 Valley Ave. Ste. C, Pleasanton, CA 94566Office #3: 146 E Iowa Ave, Sunnyvale, CA 94086RIA
CRD#: 3487
Pleasanton, CA
Current
May 27, 2009 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 237 Perimeter Center Pkwy Ne, Dunwoody, GA 30346BD
CRD#: 43036
Dunwoody, GA
Past
October 6, 2008 - March 9, 2009
WAMU INVESTMENTS, INC.
RIA
CRD#: 599
PACIFIC GROVE, CA
Past
October 6, 2008 - March 9, 2009
WAMU INVESTMENTS, INC.
BD
CRD#: 599
PACIFIC GROVE, CA
Past
June 23, 2006 - July 29, 2008
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
SEASIDE, CA
Past
October 9, 2003 - June 25, 2004
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
MONTEREY, CA
Past
July 10, 2003 - June 25, 2004
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
June 11, 2002 - June 4, 2003
THE CONCORD EQUITY GROUP, LLC
BD
CRD#: 14569
ISELIN, NJ
Past
February 27, 2001 - June 13, 2002
FIRST MONTAUK SECURITIES CORP.
BD
CRD#: 13755
RED BANK, NJ
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
Arizona(6/23/2023)
IAR
Arizona(7/6/2023)
RR
California(5/27/2009)
IAR
California(1/1/2019)
RR
New Jersey(7/14/2015)
IAR
New Jersey(10/25/2024)
RR
Oregon(4/8/2025)
IAR
Oregon(4/14/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product 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.
