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Ramon Ignacio Fernandez

State Farm Investment Management Corp.

Stockton, CA

CRD 3060499

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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:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-11-27
  • CA RA
    APPROVED
    Since 2023-11-27

Branch Locations

3443 Deer Park Dr Ste D, Stockton, CA 95219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ramon Fernandez Insurance Agency Stockton CA 04/2001 Present
State Farm Vp Management Corp Stockton CA 04/2001 Present
State Farm Investment Management Corp Stockton CA 11/2023 Present
  • 04/2001 → Present
    Ramon Fernandez Insurance Agency
    Stockton, CA
  • 04/2001 → Present
    State Farm Vp Management Corp
    Stockton, CA
  • 11/2023 → Present
    Stockton, CA
Other Businesses

1) Ramon Fernandez's Insurance Agency; Insurance Agency; Investment-related; 3443 Deer Park Dr Ste D Stockton, CA 95219-2306; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/1998; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-15
S63 Uniform Securities Agent State Law Examination 2000-08-19
  • S65 Uniform Investment Adviser Law Examination
    2023-11-15
  • S63 Uniform Securities Agent State Law Examination
    2000-08-19

View on SEC IAPD

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