Julie Elizabeth Mendoza

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

• 04/2011 → 06/2025
  Julio Mendoza Insurance Agency
  Salt Lake City, UT
• 03/2025 → 06/2025
  Platinum Insurance Group
  Ogden, UT
• 05/2025 → 12/2025
  State Farm Insurance
  Eagle Mountain, UT
• 05/2025 → 12/2025
  State Farm Vp Management Corp.
  Eagle Mountain, UT
• 08/2017 → 03/2018
  Vivint
  Lindon, UT
• 05/2025 → 12/2025
  State Farm Investment Management Corp
  Eagle Mountain, UT
• 12/2025 → Present
  State Farm Vp Management Corp.
  Cottonwood Heights, UT
• 12/2025 → Present
  State Farm Investment Management Corp
  Cottonwood Heights, UT
• 12/2025 → Present
  Julio Mendoza Insurance Agency
  Cottonwood Heights, UT

Other Businesses

1) Julie Mendoza's Insurance Agency; Investment-related; 7050 S Highland Dr Ste 110 Cottonwood Heights, UT 84121-3764; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2025; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-11
• S63 Uniform Securities Agent State Law Examination
  2025-04-30

Other Names

• Julie Elizabeth Salazar