Julian Javier Garza

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

• 02/1999 → Present
  State Farm Vp Management Corp
  Weslaco, TX
• 09/2000 → Present
  Julian Garza Insurance Agency
  Weslaco, TX
• 01/2014 → Present
  Julian Garza Insurance Agency
  Donna, TX
• 01/2014 → Present
  State Farm Vp Management Corp
  Donna, TX
• 08/2018 → Present
  State Farm Investment Management Corp.
  Donna, TX
• 08/2018 → Present
  State Farm Investment Management Corp.
  Weslaco, TX

Previous Registrations

• 2009-07-20 → 2010-02-25
  State Farm Investment Management Corp.
  Weslaco, TX
• 2004-07-14 → 2008-12-31
  State Farm Investment Management Corp.
  Weslaco, TX

Other Businesses

1) JAGADA INVESTMENT PROPERTIES, LLC. INVESTMENT-RELATED: NO, ADDRESS: 819 QUAIL HOLLOW DR. WESLACO, TX 78596, START DATE: 05/2005, THIS IS A BUSINESS ENTITY CREATED TO MANAGE COMMERCIAL PROPERTY THAT WE OWN. I AM 50% OWNER AND MY WIFE 50%. MY ROLL IS AS BACKROOM ADVISOR. IT REQUIRES MAYBE 8 HOURS MONTHLY. 0 HOURS DURING SECURITIES TRADING HOURS. THIS BUSINESS IS YET OPERATIONAL UNTIL END OF 2005. 2) Sandoval Medical Plaza Condominium Association, Inc.; non-investment-related; 605 N. Main St., Suite C Donna, TX 78537; Investment or commercial property; Board member/Treasurer; 10/1/2019; 2hr/mo.; 0hr/mo.; Collect association dues and pay bills. 3) Julian Garza's Insurance Agency; Insurance Agency; Investment-related; 1529 W Expressway 83 Ste A Weslaco, TX 78596-4300; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/1999; 80; 80; Service customers and supervise employees

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-02-25