Jose Antonio Fernandez
Investment adviser representative at State Farm Investment Management Corp.
16 yearsExperience
1 stateRegistered in
$12.9BFirm assets
54 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- State Farm Investment Management Corp.Jun 2025 to now
- State Farm Vp Management CorpJun 2025 to now
- Jay Williams Insurance AgencyApr 2025 to now
- MML Investors Services, LLCFeb 2011 to Apr 2025
- Mass Mutual Life Insurance CompanyDec 2010 to Apr 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (GA).
State Farm Investment Management Corp.
$12.9BAssets managed
3,575Clients
7,123Advisers
54 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2007701
- Firm CRD
- 3487