Best Investors
Account
Sign in
State Farm Investment Management Corp. CRD 3487
$12.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-04 |
| CA | RA | APPROVED | 2021-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-20 |
Reach out to this advisor