Jose Oscar Rosario

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

• 06/2017 → Present
  Jose O Rosario Insurance Agency
  Orlando, FL
• 01/2017 → 05/2017
  State Farm Insurance
  Atlanta, IL
• 07/2016 → 12/2016
  New York Life Insurance Company
  Maitland, FL
• 08/2020 → Present
  State Farm Vp Management Corp.
  Orlando, FL
• 01/2021 → Present
  State Farm Investment Management Corp
  Orlando, FL

Other Businesses

1) JOR Mortgage Broker LLC; 10249 S John Young Pkwy Ste 110 Orlando FL 32837; Mortgage Broker company to sell mortgage loans. ; Owner, President; 08/18/2020; 09-03-2020; 160;7; Lending and borrowing activities. 2) Jose Rosario Insurance Agency; Investment-related; 10249 S John Yng Pkwy Ste 110 Orlando, FL 32837-4022; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2017; 8; 0; 80; Service customers and supervise employees 3) Book Publishing for: Why Didn't You Tell Me Before? Puchuco's Wisdom, and Live Like Cuco; Non-investment-related; 7862 W Irlo Bronson Mem Hwy Ste 574 Kissimmee, FL. 34747; Other; Owner; None; 10/15/2025; 1;0; Publishing books I have written.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-11-27
• S63 Uniform Securities Agent State Law Examination
  2023-11-27

Designations

• Chartered Financial Consultant

Other Names

• Jose Oscar Rosario Laureano