Jesus Romero (CRD# 5630327) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Murrieta, CA and has over 15 years of experience in the finance industry.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2066720
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Vp Management Corp | Murrieta, CA | Sep 2021 - Current | 2 |
| State Farm Investment Management Corp. | Murrieta, CA | Sep 2021 - Current | 2 |
| State Farm Insurance | Murrieta, CA | Sep 2021 - Current | 2 |
| State Farm Investment Management Corp. | Riverside, CA | Apr 2021 - Sep 2021 | < 1 |
| State Farm Vp Management | Riverside, CA | Jul 2020 - Sep 2021 | 1 |
| State Farm Insurance | Riverside, CA | Jul 2020 - Sep 2021 | 1 |
| State Farm Vp Management Corp. | Riverside, CA | Aug 2019 - Jun 2020 | < 1 |
| Jesus Romero Velazquez Insurance Agency | Riverside, CA | Aug 2019 - Jun 2020 | < 1 |
| Jesus Romero Velazquez Insurance Agency | Corona, CA | Nov 2013 - Aug 2019 | 5 |
| State Farm Vp Management Corp. | Corona, CA | Nov 2013 - Aug 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2009 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- CA
-
Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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