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Jesus Velasquez Romero

State Farm Investment Management Corp.

San Diego, CA

CRD 5630327

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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:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-03-04
CA RA APPROVED 2021-04-29
  • AZ RA
    APPROVED
    Since 2026-03-04
  • CA RA
    APPROVED
    Since 2021-04-29

Branch Locations

5210 Balboa Ave A1, San Diego, CA 92117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jesus Romero Velazquez Insurance Agency Corona CA 11/2013 08/2019
State Farm Vp Management Corp. Corona CA 11/2013 08/2019
State Farm Vp Management Corp. Riverside CA 08/2019 06/2020
Jesus Romero Velazquez Insurance Agency Riverside CA 08/2019 06/2020
State Farm Vp Management Riverside CA 07/2020 09/2021
State Farm Insurance Riverside CA 07/2020 09/2021
State Farm Investment Management Corp. Riverside CA 04/2021 09/2021
State Farm Vp Management Corp Murrieta CA 09/2021 04/2026
State Farm Investment Management Corp. Murrieta CA 09/2021 04/2026
State Farm Insurance Murrieta CA 09/2021 12/2025
State Farm Insurance Murrieta CA 01/2026 04/2026
Jesse Romero's Insurance Agency San Diego CA 04/2026 Present
State Farm Investment Management Corp. San Diego CA 04/2026 Present
State Farm Vp Management Corp San Diego CA 04/2026 Present
  • 11/2013 → 08/2019
    Jesus Romero Velazquez Insurance Agency
    Corona, CA
  • 11/2013 → 08/2019
    State Farm Vp Management Corp.
    Corona, CA
  • 08/2019 → 06/2020
    State Farm Vp Management Corp.
    Riverside, CA
  • 08/2019 → 06/2020
    Jesus Romero Velazquez Insurance Agency
    Riverside, CA
  • 07/2020 → 09/2021
    State Farm Vp Management
    Riverside, CA
  • 07/2020 → 09/2021
    State Farm Insurance
    Riverside, CA
  • 04/2021 → 09/2021
    Riverside, CA
  • 09/2021 → 04/2026
    State Farm Vp Management Corp
    Murrieta, CA
  • 09/2021 → 04/2026
    Murrieta, CA
  • 09/2021 → 12/2025
    State Farm Insurance
    Murrieta, CA
  • 01/2026 → 04/2026
    State Farm Insurance
    Murrieta, CA
  • 04/2026 → Present
    Jesse Romero's Insurance Agency
    San Diego, CA
  • 04/2026 → Present
    San Diego, CA
  • 04/2026 → Present
    State Farm Vp Management Corp
    San Diego, CA
Other Businesses

1) Jesse Romero's Insurance Agency; Investment-related; 5210 Balboa Ave # A1 San Diego, CA 92117; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 4/1/2026; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-15
S63 Uniform Securities Agent State Law Examination 2009-02-20
  • S65 Uniform Investment Adviser Law Examination
    2021-04-15
  • S63 Uniform Securities Agent State Law Examination
    2009-02-20
Other Names
  • Jesus Romero
  • Jesse Romero Velazquez
  • Jesus Romero Velazquez
  • Jesus Romero
  • Jesus Romero Velazquez
  • Jesus Romero Velasquez

View on SEC IAPD

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