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Andy Jonathan Torres

State Farm Investment Management Corp.

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About Andy Jonathan Torres

Andy Torres is a registered investment advisor representative with State Farm Investment Management Corp., operating out of the Anna, TX branch office. Andy has been in the industry since December 2018 and has licenses in Oklahoma and Texas. Andy has a Series 63, 65, SIE, and 6TO licenses and has taken the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the Investment Company Products/Variable Contracts Representative Examination, and the Securities Industry Essentials Examination. Andy also owns Torres's Insurance Agency, a State Farm insurance agency also located in Anna, TX.

Firm Information

Andy Torres is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andy Torres’s Registration & Firm History

TX

10/05/2023 - Present

State Farm Investment Management Corp. (Anna TX)

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Licenses & Designations

BC

Issued 11/08/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/02/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/18/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/30/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andy Jonathan Torres.
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