Judy P Aguilar-Woertz

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

• 05/1985 → Present
  Judy Aguilar-Woertz Insurance Agency
  Tempe, AZ
• 02/1998 → Present
  State Farm Vp Management Corp.
  Tempe, AZ
• 07/2009 → 03/2017
  State Farm Investment Management Corp.
  Tempe, AZ
• 08/2018 → Present
  State Farm Investment Management Corp.
  Tempe, AZ

Previous Registrations

• 2009-07-16 → 2017-03-31
  State Farm Investment Management Corp.
  Tempe, AZ
• 2003-04-22 → 2008-12-31
  State Farm Investment Management Corp.
  Tempe, AZ

Other Businesses

1) FAMBIZ, LLC; INVESTMENT; 1908 E RHEA ROAD, TEMPE, AZ 85284; LLC; OWNER; 07/2007; 3 HRS MONTHLY; 1 SECURITY HR; OVERSEE MANAGEMENT OF BUILDING RENTAL. 2) WARNER VILLAGE OFFICE CONDO ASSOCIATION; NON-INVESTMENT; 8611 S. PRIEST DR, TEMPE, AZ,85284; COMMERCIAL CONDO ASSOCIATION; 6/7/2012; 0 HR/MO FOR BOTH; ANNUAL MEETING ATTENDANCE. 2) Judy Aguilar-Woertz's Insurance Agency; Insurance Agency; Investment-related; 8601 S Priest Dr Ste 101 Tempe, AZ 85284-1919; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/1978; 80; 80; Service customers and supervise employees

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-11-23

Designations

• Chartered Financial Consultant

Other Names

• Judy P Aguilarwoertz