Jose Felipe Olguin

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

• 03/2016 → Present
  State Farm Vp Management Corp
  Long Beach, CA
• 03/2016 → Present
  Jose Olguin Insurance Agency
  Long Beach, CA
• 12/2025 → Present
  State Farm Investment Management Corp
  Long Beach, CA

Other Businesses

1) The Non-Profit Partnership; Non-Investment related; 4900 E. Conant Street, Long Beach, CA 90808; Other/Non Profit Training, Director/President; 01/01/2020; 4; 0; 2) YMCA Family Fairfield; Non-Investment related; 4949 Atlantic Ave, Long Beach, CA 90807; Other/YMCA, Board Member; 01/01/2020; 4; 0; Assist low income families 3) Jose Olguin's Insurance Agency; Insurance Agency; Investment-related; 4464 California Pl Long Beach, CA 90807-2209; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 03/01/2016; 80; 80; Service customers and supervise employees

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-08-21

Designations

• Chartered Financial Consultant

Other Names

• Jose Felipe Olguin
• Jose Olguin