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Nancy Jimenez Goddard

State Farm Investment Management Corp.

San Antonio, TX

CRD 5226025

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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
TX RA APPROVED 2019-07-02
  • TX RA
    APPROVED
    Since 2019-07-02

Branch Locations

6826 N Loop 1604 E Ste 105, San Antonio, TX 78247 • 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
Nancy Jimenez Insurance San Antonio TX 01/2014 Present
State Farm Vp Management Corp San Antonio TX 01/2014 Present
State Farm Investment Management Corp San Antonio TX 07/2019 Present
  • 01/2014 → Present
    Nancy Jimenez Insurance
    San Antonio, TX
  • 01/2014 → Present
    State Farm Vp Management Corp
    San Antonio, TX
  • 07/2019 → Present
    San Antonio, TX
Other Businesses

1. Nancy Jimenez's Insurance Agency; Insurance Agency; Investment-related; 6826 N Loop 1604 E Ste 105 San Antonio, TX 78247-5329; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2014; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-10-14
  • S63 Uniform Securities Agent State Law Examination
    2006-10-14
Designations
  • Chartered Financial Consultant
Other Names
  • Nancy Ibeth Jimenez

View on SEC IAPD

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