Joshua Minaya Nelms

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

• 07/2016 → 02/2019
  Massachusetts Mutual Life Insurance Company
  San Diego, CA
• 03/2019 → 05/2019
  Prudential Insurance Company Of America
  San Diego, CA
• 06/2019 → 02/2020
  Mutual Of Omaha Insurance Company
  San Diego, CA
• 07/2020 → 12/2021
  Transamerica Financial Advisors, Inc
  San Diego, CA
• 07/2016 → 02/2019
  Mml Investors Services, Inc.
  San Diego, CA
• 03/2019 → 06/2019
  Pruco Securities, Llc.
  San Diego, CA
• 06/2019 → 02/2020
  Mutual Of Omaha Investor Services, Inc.
  Los Angeles, CA
• 02/2020 → 12/2021
  Transamerica Agency Network
  San Diego, CA
• 03/2020 → 12/2021
  Ufs (United Financial Services)
  San Diego, CA
• 12/2021 → 12/2024
  Mwa Financial Services Inc
  Rock Island, IL
• 12/2021 → 12/2024
  Modern Woodmen Of America
  Rock Island, IL
• 12/2024 → Present
  State Farm Insurance
  Gig Harbor, WA
• 12/2024 → Present
  State Farm Vp Management Corp.
  Gig Harbor, WA
• 12/2024 → Present
  State Farm Investment Management Corp.
  Gig Harbor, WA

Previous Registrations

• 2022-03-11 → 2024-12-23
  Mwa Financial Services Inc.
  Bellevue, WA
  Kennewick, WA
  Bellevue, WA
  Bellevue, WA
• 2021-08-10 → 2021-12-03
  Transamerica Financial Advisors, Llc
  Fountain Valley, CA
  San Diego, CA

Other Businesses

1) Joshua Nelms LLC; investment-related; PO Box 1253 Gig Harbor WA 98335; investment or commercial property; owner; president; 08/01/2024; 8; 0; Commercial and residential real estate leasing, subleasing, rental, buying and selling, and not excluding land and other real estate properties. I am not a real estate agent or broker.

Exams

• S66 Uniform Combined State Law Examination
  2021-08-10
• S63 Uniform Securities Agent State Law Examination
  2019-05-23

Other Names

• Josh Minaya Nelms