Joseph Austin Sarrio

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

• 01/2012 → Present
  Joseph Sarrio Insurance Agency
  Collierville, TN
• 01/2012 → Present
  State Farm Vp Management Corp.
  Collierville, TN
• 05/2023 → Present
  State Farm Investment Management Corp
  Collierville, TN

Other Businesses

1) IPMG, LLC; non-investment-related; 1271 Brayshore Dr Collierville, TN 38017; Investment or commercial property; Owner/Officer; 4/30/2019; 1; 1; Review expenses with company that manages the property. 2) Collierville Education Foundation; non-investment-related; 50 N Main St Collierville, TN 38017; Education Council; Board Member; 8/12/2019; 4; 2; Assist in fundraisers, events, and manual labor to help the organization provide financial assistance to teachers. 3) Rocket Mortgage; Investment-related; 2085 E Winchester Blvd Ste 103, Collierville, tn 38017 ; Mortgage Loan Origination; Mortgage Loan Originator/Broker; 8/5/2021; 2; 10; The registered representative will originate mortgage loans as part of this activity. As a result of this role, the RR may also be considered a branch manager, which may include performing certain administrative duties and receiving compensation on other agents' mortgage business. The registered representative may lease or sublease a portion of the registered representative's office space to the company. 4) Joseph Sarrio's Insurance Agency; Insurance Agency; Investment-related; 2085 E Winchester Blvd Ste 103 Collierville, TN 38017-9176; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2009; 80; 80; Service customers and supervise employees 5) Collierville Chamber of Commerce; non-investment-related; 485 Halle Park Dr. Collierville, TN 38017; Association/Committee/Council; Officer; secretary; 01/01/2023; 3; 3; Chamber of Commerce 6) Collierville Chamber of Commerce; non-investment-related; 485 Halle Park Dr. Collierville, TN 38017; Membership/Civic/Fraternal Organization; Director (includes sitting on Board of Directors) Officer; Chairman; 01/01/2025; 12;8; promotion of local businesses and partnerships with local government and companies in the economic development of the community.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-27
• S63 Uniform Securities Agent State Law Examination
  2008-08-21