Jeffrey Chaput (CRD# 7032209) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Pittsburg, CA and has over 5 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Insurance | Brentwood, CA | Jul 2019 - Current | 4 |
| State Farm Vp Management Corp. | Brentwood, CA | Jul 2019 - Current | 4 |
| State Farm Vp Management Corp. | Pittsburg, CA | Oct 2018 - Jul 2019 | < 1 |
| Mike Stoiber Insurance Agency | Pittsburg, CA | Feb 2018 - Jul 2019 | 1 |
| Hobby Lobby | Antioch, CA | Jul 2013 - Nov 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2019 |
- CA
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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