Kelsey Jane Ballard
Investment adviser representative at State Farm Investment Management Corp.
11 yearsExperience
2 statesRegistered in
$12.9BFirm assets
54 yearsFirm in business
Are you Kelsey Jane Ballard? Claim your profile
Contact this firm
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
11 years in the industry.
- Kelsey Ballard Insurance AgencyJan 2023 to now
- State Farm Investment Management Corp.Aug 2022 to now
- State Farm Vp Management Corp.Jun 2022 to now
- State Farm InsuranceJun 2022 to Jan 2023
- Meghan Bowen Insurance AgencyJul 2020 to Jun 2022
- American Multi Cinema IncJan 2020 to Sep 2020
- Ss&c Alps AdvisorsJul 2018 to Dec 2019
- CortlandJan 2018 to Jul 2018
- Sugar Foods CorporationOct 2016 to Jun 2017
- South City Kitchen - BuckheadSep 2016 to Aug 2017
- Kennesaw State UniversityDec 2015 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
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
- 7564222
- Firm CRD
- 3487