Jimmy Alvarez (CRD# 6558373) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Hanford, CA and has over 8 years of experience in the finance industry.
CRD# 1374125
Principal Securities, Inc.
CRD# 6332486
Caitlin John
CRD# 4789253
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Hanford, CA | Sep 2023 - Current | < 1 |
| State Farm Vp Management Corp. | Hanford, CA | May 2016 - Current | 7 |
| Jimmy Alvarez Insurance Agency | Hanford, CA | May 2016 - Current | 7 |
| State Farm Insurance | Visalia, CA | Sep 2015 - Apr 2016 | < 1 |
| State Farm Vp Management Corp. | Visalia, CA | Sep 2015 - Apr 2016 | < 1 |
| Carmax | Fresno, CA | Mar 2002 - Sep 2015 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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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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