Ramon Oswaldo Velazquez

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

• 02/2011 → 08/2019
  Jpmorgan Chase Bank
  Lakeland, FL
• 10/2012 → 08/2019
  J.P. Morgan Securities Llc
  Lakeland, FL
• 05/2022 → 02/2026
  Oswaldo Velazquez's Insurance Agency
  Kissimmee, FL
• 02/2025 → 02/2026
  State Farm Investment Management Corp
  Kissimmee, FL
• 02/2025 → 02/2026
  State Farm Vp Management Corp
  Kissimmee, FL
• 08/2019 → 12/2021
  Johanna Velazquez's Insurance Agency
  Davenport, FL
• 12/2021 → 04/2022
  State Farm Insurance
  Kissimmee, FL
• 02/2026 → Present
  State Farm Vp Management Corp
  Davenport, FL
• 02/2026 → Present
  State Farm Investment Management Corp
  Davenport, FL
• 02/2026 → Present
  Oswaldo Velazquez Insurance Agency
  Davenport, FL

Other Businesses

1) Oswaldo Velazquez's Insurance Agency; Investment-related; 2200 Forest Lake Dr Unit 102 Davenport, FL 33837; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/2022; 80; 80; Service customers and supervise employees 2) Velamar Prospera LLC; investment-related; 105 Lake Otis Rd Winter Haven, FL 33884; Investment or Commercial Property; Owner; none; 5/22/2024 1; 0; Duties: Personally Held Real Estate

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-10

Other Names

• Ramon O Velazquez