Diego Martinez

Financial advisor at State Farm Investment Management Corp. · Gilbert, AZ

Last updated 2026-10-10

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Diego Martinez is a financial advisor at State Farm Investment Management Corp. in Gilbert, AZ, CRD 8315776. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2026-10-01.

Registration

CRD number
8315776
Registration status
Active
IAPD registration
2026-10-01
Industry Experience
0 years
Work Experience
11 years
States registered
AZ

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2021-12 to Present · Jon Rodriguez's Insurance Agency · Mesa, AZ
  • 2026-07 to Present · Chris Burt's Insurance Agency · Gilbert, AZ
  • 2021-08 to 2021-12 · Pam Johnson State Farm · Gilbert, AZ
  • 2020-06 to 2021-08 · Peloton · Phoenix, AZ
  • 2019-02 to 2020-06 · Tj Maxx Sales Associate · Pueblo, CO
  • 2018-02 to 2019-02 · McAllister's Restaurant · Pueblo, CO
  • 2017-07 to 2018-02 · Golden Corral Resturant · Pueblo, CO
  • 2015-08 to 2017-07 · Soco Automotive Detail · Pueblo, CO
  • 2026-07 to Present · State Farm Vp Management Corp · Gilbert, AZ
  • 2026-07 to Present · State Farm Investment Management Corp · Gilbert, AZ

Current employment

SEC IAPD record for Diego Martinez

State Farm Investment Management Corp.

Regulatory AUM
$12,938,660,000
Registered advisors
7,127
Offices
8,255
Clients per advisor
0.5 (Low)
Average AUM per client
$3.6M (Moderate)
High-net-worth client ratio
4.1% (Low)

State Farm Investment Management Corp.: advisors, services and reported ETF investments

About

Diego Martinez is a financial advisor at State Farm Investment Management Corp. in Gilbert, AZ. Reported securities licenses include Series 63 and Series 65. The latest record indicates less than 1 year of industry experience and 11 years of reported work history. Reported roles include Chris Burt's Insurance Agency, State Farm Vp Management Corp, Jon Rodriguez's Insurance Agency, Pam Johnson State Farm, among others.

SEC disclosures list additional business and community activities: 1) Jon Rodriguez'S Insurance Agency; Non-Investment-Related; 9101 E Brown Rd Ste 101 Mesa.

State Farm Investment Management Corp.'s firm-level Form ADV reports 7,127 advisors across 8,255 offices; approximately 0.5 clients per advisor, average assets per client of $3,619,206, and regulatory AUM of $12.9B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies.

What this firm offers

Filed by State Farm Investment Management Corp. on Form ADV.

Client services

  • Individuals and Small Businesses
  • Investment Companies

Fee options

  • Percentage of Assets Under Management

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Insurance Company or Agency

Location

2200 E Williams Field Rd, Gilbert, AZ 85295

2 advisors at this office.

State Farm Investment office in Gilbert, AZ

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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