Jose Antonio Fernandez

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2010 → 04/2025
  Mass Mutual Life Insurance Company
  Atlanta, GA
• 02/2011 → 04/2025
  Mml Investors Services, Llc
  Atlanta, GA
• 04/2025 → Present
  Jay Williams Insurance Agency
  Alpharetta, GA
• 06/2025 → Present
  State Farm Vp Management Corp
  Alpharetta, GA

Previous Registrations

• 2011-11-04 → 2025-05-05
  Mml Investors Services, Llc
  Atlanta, GA
  Dawsonville, GA
• 2008-03-18 → 2011-01-03
  Pruco Securities, Llc.
  Atlanta, GA
• 2005-01-06 → 2006-06-23
  First Horizon Advisors, Inc.
  Alpharetta, GA
  Alpharetta, GA
• 2003-10-27 → 2005-04-04
  Colonial Asset Management Inc
  Atlanta, GA

Other Businesses

(1) NAME: JOSE FERNANDEZ HEALTH INSURANCE SALES INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: HEALTH, GROUP HEALTH POSITION: SALES START: 9/1/2011 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1. (2) NAME: J FERNANDEZ COMPLIANCE TRAINING INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: REGULATORY AND COMPLIANCE TRAINING SERVICES FOR FINANCIAL PROFESSIONALS POSITION: OWNER START: 11/01/2023 NO HRS/MO: 12 NO HRS/MO DUR TRADING: 10. 3) Jay Williams' Insurance Agency; Investment-related; 5445 McGinnis Vlg Pl Ste 101 Alpharetta, GA 30005-1732; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 04/29/2025; 80; 80; Service customers

Exams

• S66 Uniform Combined State Law Examination
  2004-12-11
• S65 Uniform Investment Adviser Law Examination
  1999-09-10
• S63 Uniform Securities Agent State Law Examination
  1996-02-23

Other Names

• Joe Fernandez
• Joe A. Fernandez
• Jose Antonio Fernandez
• Jose Antonio Fernandez