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Cesar Octavio Nava

Investment adviser representative at State Farm Investment Management Corp.
9 yearsExperience
4 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

9 years in the industry.

  1. Cesar Nava Insurance AgencyOct 2023 to now
  2. State Farm Investment Management Corp.May 2023 to now
  3. State Farm Vp Management CorpMay 2023 to now
  4. State Farm InsuranceMay 2023 to Oct 2023
  5. Linda Gulley Insurance AgencyNov 2022 to May 2023
  6. Theresa Saiz-wilmert Insurance AgencyNov 2022 to May 2023
  7. State Farm Investment Management CorpSep 2022 to Oct 2022
  8. State Farm Vp Management Corp.Aug 2022 to Oct 2022
  9. Marty Saiz Insurance AgencyJul 2020 to Jul 2022
  10. UnemployedJun 2020 to Jul 2020
  11. Aspen GrowDec 2018 to May 2020
  12. Eastern New Mexico UniversityAug 2014 to Dec 2019

Exams passed

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

State registrations

Registered as an investment adviser representative in 4 states (AZ, CO, NM, 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
7598726
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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