Jose A. Fernandez
Professional summary
Jose Antonio Fernandez JR, who also goes by Joe A. Fernandez, Joe Fernandez, Jose Antonio Fernandez Jr, Jose Antonio Fernandez, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Alpharetta, Georgia and STATE FARM VP MANAGEMENT CORP. located in Alpharetta, Georgia.
Jose is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Jose has worked at 15 firms and has passed the Series 66, Series 65, Series 63, Series 6TO, SIE, Series 3, Series 7, Series 53, Series 24, Series 10, Series 9, Series 4 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jose Antonio Fernandez JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 20, 2025 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 5445 Mcginnis Vlg Pl Ste 101, Alpharetta, GA 30005June 19, 2025 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 5445 Mcginnis Vlg Pl Ste 101, Alpharetta, GA 30005-1732November 4, 2011 - May 5, 2025
MML INVESTORS SERVICES, LLC
February 28, 2011 - May 5, 2025
MML INVESTORS SERVICES, LLC
March 18, 2008 - January 3, 2011
PRUCO SECURITIES, LLC.
March 14, 2008 - January 3, 2011
PRUCO SECURITIES, LLC.
January 12, 2007 - March 13, 2008
ALLSTATE FINANCIAL SERVICES, LLC
January 6, 2005 - June 23, 2006
FIRST HORIZON ADVISORS, INC.
September 14, 2004 - June 23, 2006
FIRST HORIZON ADVISORS, INC.
October 27, 2003 - April 4, 2005
COLONIAL ASSET MANAGEMENT INC
February 25, 2003 - August 31, 2004
COLONIAL BROKERAGE, INC.
June 20, 2000 - March 3, 2003
NATIONWIDE INVESTMENT SERVICES CORPORATION
February 14, 2000 - May 31, 2000
WACHOVIA SECURITIES, INC.
February 6, 1998 - February 14, 2000
WACHOVIA BROKERAGE SERVICE
January 24, 1995 - January 21, 1998
BARNETT INVESTMENTS, INC.
October 7, 1991 - January 30, 1995
DETWILER FENTON WEALTH MANAGEMENT INC
December 19, 1989 - December 5, 1990
IDS LIFE INSURANCE COMPANY
December 19, 1989 - December 5, 1990
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/19/2025)
(6/20/2025)
Exams
Series 6TO
Date: 6/19/2025
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
Contact information
SEC notice filing (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | OWNER | |
| CHEVALIER, JEREL SAM | ASSISTANT SECRETARY-TREASURER | 2209892 |
| GRIMES, DAVID ROY | VICE PRESIDENT & SECRETARY | 1432710 |
| GRIZZLE, DAVID RAY | ASSISTANT SECRETARY/TREASURER | 4084087 |
| HORTON, STEPHEN LOWELL | ASSISTANT SECRETARY | 3124493 |
| JAYNES, DONALD ONEIL | ASSISTANT SECRETARY | 3124497 |
| JOSLIN, ROGER SCOTT | DIRECTOR, VICE PRESIDENT & TREASURER | 262350 |
| KILLIAN, JOHN JOSEPH | DIRECTOR | 2614915 |
| MOORE, DAVID MICHAEL | ASSISTANT SECRETARY | 2876793 |
| MOSER, KURT GEORGE | DIRECTOR & SENIOR VICE PRESIDENT | 2065254 |
| RUST, EDWARD BARRY JR | DIRECTOR AND PRESIDENT | 1450795 |
| THOMAS, HOWARD ANDREW | ASSISTANT SECRETARY-TREASURER | 3150520 |
| TIPSORD, MICHAEL LEON | ASSISTANT SECRETARY | 1943922 |
| TROSINO, VINCENT JOSEPH | DIRECTOR | 1780681 |
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 11,294,815,444 |
Red Flags
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