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Enrique Espinoza

Investment adviser representative at State Farm Investment Management Corp.
10 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

10 years in the industry.

  1. State Farm Investment Management Corp.Jun 2025 to now
  2. Enrique Espinoza Insurance AgencyJul 2019 to now
  3. State Farm Vp Management CorpJul 2019 to now
  4. State Farm Vp Management CorpFeb 2019 to Jun 2019
  5. JP Morgan Securities LLCOct 2016 to Feb 2019
  6. JPMorgan Chase BankOct 2016 to Feb 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (TX).

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
6722350
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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