Rene Chavez

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

• 11/2016 → 03/2025
  Bank Of America
  Phoenix, AZ
• 03/2025 → 10/2025
  State Farm Insurance
  Maricopa, AZ
• 03/2025 → Present
  State Farm Vp Management Corp
  Maricopa, AZ
• 03/2025 → Present
  State Farm Investment Management Corp
  Maricopa, AZ
• 05/2013 → 11/2016
  Bank Of America
  Phoenix, AZ
• 10/2025 → Present
  Rene Chavez Insurance Agency
  Maricopa, AZ

Other Businesses

1) Rene Chavez Insurance Agency; Investment-related; 41620 W Maricopa Casa Grande Hwy Ste 105 Maricopa, AZ 85138; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/2025; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-28
• S63 Uniform Securities Agent State Law Examination
  2025-03-07