Unclaimed
Jesus Humberto Herrera Juarez is an investment advisor representative and has been in the financial services industry for over 10 years. Jesus Humberto Herrera Juarez is registered with State Farm Investment Management Corp., where they provide investment advisory services to individual and institutional clients. Jesus Humberto Herrera Juarez is also registered with the state of Colorado as an investment advisor representative. Jesus Humberto Herrera Juarez holds the Series 65, Series 6TO and SIE licenses.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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CO
08/02/2022 - Present
State Farm Investment Management Corp. (Greeley CO)
IA
Issued 04/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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