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Isaac Joseph Saucedo

Investment adviser representative at State Farm Investment Management Corp.
13 yearsExperience
2 statesRegistered 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

13 years in the industry.

  1. State Farm InsuranceMay 2026 to now
  2. State Farm Investment Management Corp.Apr 2023 to now
  3. State Farm Vp Management CorpApr 2023 to now
  4. Isaac Saucedo Insurance AgencyApr 2023 to May 2026
  5. State Farm InsuranceOct 2022 to Mar 2023
  6. State Farm Investment Management CorpOct 2022 to Mar 2023
  7. State Farm Vp Management CorpJun 2022 to Mar 2023
  8. Mark Khoury Insurance AgencyJul 2020 to Oct 2022
  9. 315 CannabisJul 2020 to Jul 2020
  10. UnemployedJan 2020 to Jul 2020
  11. JvsSep 2019 to Dec 2019
  12. Willis Towers WatsonMay 2016 to Aug 2019
  13. StudentAug 2013 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 2 states (IN, MI).

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
7581707
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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