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Jill Adaire Frey

State Farm Investment Management Corp.

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About Jill Adaire Frey

Jill Adaire Frey is a financial advisor with State Farm Investment Management Corp., located in Minneapolis, Minnesota. Jill has been working in the financial services industry since 2002 and has experience in providing financial advice to individuals and investment companies. She is registered with the state of Minnesota and holds a Series 6, 7, 26 and 66 licenses. She is a member of the Minneapolis Women’s Rotary.

Firm Information

Jill Frey 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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Jill Frey’s Registration & Firm History

MN

04/04/2019 - Present

State Farm Investment Management Corp. (Minneapolis MN)

IL

01/31/2017 - 01/31/2019

HORACE MANN INVESTORS, INC. (SPRINGFIELD IL)

MN

09/25/2006 - 12/31/2016

STATE FARM VP MANAGEMENT CORP. (MENDOTA HEIGHTS MN)

MN

11/22/2005 - 09/13/2006

PIPER JAFFRAY & CO. (MINNEAPOLIS MN)

IL

12/19/2002 - 08/22/2005

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

MN

06/21/2001 - 03/08/2002

MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)

KS

06/07/2001 - 07/03/2001

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 05/30/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/08/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/03/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2005

Series 7 - General Securities Representative Examination

BC

Issued 06/05/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jill Adaire Frey.
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