Carla Fenzel Marchese

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

• 08/2020 → 07/2022
  Ron Kutruff Insurance Agency
  Jacksonville, FL
• 05/2009 → 07/2020
  Theo Mitchelson Insurance Agency
  Jacksonville, FL
• 08/2022 → Present
  State Farm Vp Management Corp
  Jacksonville, FL
• 07/2022 → 03/2023
  State Farm Insurance
  Jacksonville, FL
• 09/2022 → Present
  State Farm Investment Management Corp
  Jacksonville, FL
• 03/2023 → Present
  Carla Fenzel Marchese's Insurance Agency
  Jacksonville, FL

Other Businesses

1. Carla Fenzel Marchese's Insurance Agency; Investment-related; 7305 Merrill Rd Jacksonville, FL 32277; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 3/1/2023; 80; 80; Service customers and supervise employees 2. Carla Fenzel Marchese - Property #1 (personally Held Real Estate); Investment Related; 6042 Hyram Ave Jacksonville, FL 32210; Investment or Commercial Property; Partner; 04/01/2021; 0; 0; Investment property. 3. Carla Fenzel Marchese - Property #2 (personally Held Real Estate); Investment Related; 3561 Abby Ln Jacksonville, FL 32207; Investment or Commercial Property; Owner; 10/22/2021; 0; 0; Investment property. 4. Carla Fenzel Marchese - Property #3 (personally Held Real Estate); Investment Related; 2834 Ripley Ave Jacksonville, FL 32207; Investment or Commercial Property; Owner; 12/19/2017; 0; 0; Investment Property. 5. Carla Fenzel Marchese - Property #4 (personally Held Real Estate); Investment Related; 3503 Stanley St Jacksonville, FL 32207; Investment or Commercial Property; Owner; 09/03/2015; 0; 0; Investment Property. 6. Carla Fenzel Marchese - Property #5 (personally Held Real Estate); Investment Related; 2415 Spring Park Rd Jacksonville, FL 32207; Investment or Commercial Property; Partner; 04/08/2021; 0; 0; Investment Property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-30

Other Names

• Carla Negron