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Abdallah Jamil Abdelkhalek

State Farm Investment Management Corp.

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About Abdallah Jamil Abdelkhalek

Abdallah Abdelkhalek is a financial professional with over 20 years of experience in the industry. Abdallah currently works as a Registered Representative and Investment Advisor Representative for State Farm Investment Management Corp. Abdallah holds a Series 3, 7, 63, 65, and SIE license. Abdallah has held previous positions at WAMU INVESTMENTS, INC., STATE FARM VP MANAGEMENT CORP., MORGAN STANLEY DW INC., THE CONCORD EQUITY GROUP, LLC, and FIRST MONTAUK SECURITIES CORP. Abdallah is registered in Arizona, California, and New Jersey.

Firm Information

Abdallah Abdelkhalek is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Abdallah Abdelkhalek’s Registration & Firm History

CA

10/25/2024 - Present

State Farm Investment Management Corp. (Sunnyvale CA)

CA

10/06/2008 - 03/09/2009

WAMU INVESTMENTS, INC. (PACIFIC GROVE CA)

CA

06/23/2006 - 07/29/2008

STATE FARM VP MANAGEMENT CORP. (SEASIDE CA)

NY

07/10/2003 - 06/25/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

NJ

06/11/2002 - 06/04/2003

THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)

NJ

02/27/2001 - 06/13/2002

FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)

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Licenses & Designations

IA

Issued 12/28/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/04/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2002

Series 3 - National Commodity Futures Examination

BC

Issued 02/26/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Abdallah Jamil Abdelkhalek.
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