Ramon Oswaldo Velazquez
Investment adviser representative at State Farm Investment Management Corp.
15 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
15 years in the industry.
- Oswaldo Velazquez Insurance AgencyFeb 2026 to now
- State Farm Investment Management Corp.Feb 2025 to now
- State Farm Vp Management CorpFeb 2025 to now
- Oswaldo Velazquez's Insurance AgencyMay 2022 to Feb 2026
- State Farm InsuranceDec 2021 to Apr 2022
- Johanna Velazquez's Insurance AgencyAug 2019 to Dec 2021
- J.P. Morgan Securities LLCOct 2012 to Aug 2019
- JPMorgan Chase BankFeb 2011 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6016382
- Firm CRD
- 3487