Michael Barraza (CRD# 6311196) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Ontario, CA and has over 6 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 2513561
Householder Group Estate & Retirement Specialists
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Vp Management Corp | Ontario, CA | Sep 2022 - Current | 1 |
| State Farm Investment Management Corp | Ontario, CA | Sep 2022 - Current | 1 |
| Michael Barraza Insurance Agency | Ontario, CA | Sep 2022 - Current | 1 |
| State Farm Insurance | Brighton, CO | Mar 2022 - Aug 2022 | < 1 |
| State Farm Vp Management Corp. | Brighton, CO | Mar 2022 - Aug 2022 | < 1 |
| State Farm Investment Management Corp | Brighton, CO | Mar 2022 - Aug 2022 | < 1 |
| Tiaa | Denver, CO | Jul 2017 - Mar 2022 | 4 |
| Tiaa-cref Individual & Institutional Services, LLC | Denver, CO | Jul 2017 - Mar 2022 | 4 |
| Jp Morgan Securities LLC | Brighton, CO | Mar 2014 - Jun 2017 | 3 |
| Jpmorgan Chase Bank | Thornton, CO | Mar 2014 - Jun 2017 | 3 |
| Jessika Aerni State Farm | Denver, CO | Jun 2012 - Mar 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2017 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- AZ
- CA
- NV
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Total Assets Under Management9,289MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,322,169,176
- 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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