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David Padilla

State Farm Investment Management Corp.

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About David Padilla

David Padilla is an Investment Advisor Representative at State Farm Investment Management Corp. David Padilla has been in the industry since June 2008. David Padilla is licensed in Florida and has a series 66 license. David Padilla was previously employed at J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David Padilla is a registered Investment Advisor and offers investment advisory services including portfolio management for individuals and investment companies.

Firm Information

David Padilla 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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David Padilla’s Registration & Firm History

FL

10/02/2023 - Present

State Farm Investment Management Corp. (Jacksonville FL)

FL

06/28/2022 - 08/02/2023

J.P. MORGAN SECURITIES LLC (Ponte Vedra Beach FL)

FL

05/19/2008 - 06/15/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 06/12/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/02/2014

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/27/2014

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/05/2023

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Padilla.
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