Jose Luis Rivas

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

• 11/2012 → 02/2017
  Jose Rivas Insurance Agency
  Burbank, CA
• 11/2012 → 02/2017
  State Farm Vp Management Corp.
  Burbank, CA
• 02/2017 → 04/2017
  State Farm Insurance
  Valencia, CA
• 02/2017 → 04/2017
  State Farm Vp Management Corp
  Valencia, CA
• 04/2017 → Present
  State Farm Vp Management Corp
  Pismo Beach, CA
• 04/2017 → Present
  State Farm Insurance
  Pismo Beach, CA
• 08/2018 → 06/2019
  State Farm Investment Management Corp.
  Pismo Beach, CA
• 04/2022 → Present
  State Farm Investment Management Corp.
  Pismo Beach, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-01-16

Designations

• Chartered Financial Consultant

Other Names

• Jose Rivas