Paul Raymond Vallerand
Investment adviser representative at State Farm Investment Management Corp.
14 yearsExperience
1 stateRegistered in
$12.9BFirm assets
54 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- State Farm Investment Management Corp.Nov 2025 to now
- State Farm Vp Management CorpMay 2025 to now
- Rich Jones Insurance AgencyApr 2025 to now
- Key Investment Services LLCJan 2024 to Apr 2025
- KeybankJun 2022 to Apr 2025
- Rich Jones Insurance AgencyApr 2020 to Jun 2022
- State Farm Vp Management CorpMay 2019 to Aug 2019
- Joseph Collins Insurance AgencyMar 2018 to Mar 2020
- Best Buy Stores LPOct 2017 to Mar 2018
- Wells Fargo Clearing Services, LLCNov 2016 to Oct 2017
- Wells Fargo Advisors LLCDec 2015 to Nov 2016
- Wells Fargo Bank, NAJun 2012 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (VT).
State Farm Investment Management Corp.
$12.9BAssets managed
3,575Clients
7,123Advisers
54 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6415453
- Firm CRD
- 3487