Matthew Swartz
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.
- State Farm Investment Management Corp.Oct 2025 to now
- State Farm Vp Management Corp.Oct 2025 to now
- State Farm InsuranceAug 2025 to now
- Intelligent Wealth Solutions LLCFeb 2024 to Aug 2025
- Waterloo CapitalFeb 2024 to Aug 2025
- JPMorgan Chase Bank NAJun 2020 to Feb 2024
- Sendero Wealth ManagementAug 2019 to Dec 2019
- JPMorgan ChaseJun 2019 to Aug 2019
- Federal Bureau of InvestigationJun 2018 to May 2019
- ST. Mary's University of San AntonioAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2024
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
- 7175440
- Firm CRD
- 3487