Advisor at State Farm Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
State Farm Investment Management
Location
Miami, FL
Credentials
Series 65
Industry experience
12 years
Vivian Cobos is a financial advisor with State Farm Investment Management, holding a Series 65 license and 12 years of industry experience. Her background includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as multiple positions within State Farm and its affiliated entities. State Farm Investment Management Corp. provides discretionary investment management through centrally designed model portfolios and manages the State Farm Funds. The firm serves individual and retirement accounts via a retail wrap-fee program offered through its affiliated broker-dealer, combining low-cost ETFs and actively managed mutual funds with automated rebalancing and tax-loss harvesting.
Based on State Farm Investment Management
$15,000 - $99,999: 1.25% $100,000 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000 - $9,999,999: 0.50%
Account minimum: $15,000 Minimum fee: Minimum quarterly Advisory Fee of $45 for accounts below $15,000; $18.75 minimum for accounts qualifying for lowest advisory fee
Miami, FL
Florida
State Farm Investment Management Corp,
2025 - Present (1 year)
State Farm Insurance
2025 - Present (1 year)
State Farm VP Management Corp
2023 - Present (3 years)
Manny Morin Insurance Agency
2023 - 2025 (2 years)
State Farm V.P. Management Corp.
2018 - 2023 (5 years)
Manny Miranda Insurance Agency
2017 - 2023 (6 years)
UnEmployed
2016 - 2017 (1 year)
J.P. Morgan Securities
2012 - 2016 (4 years)
JPMorgan Chase bank
2011 - 2016 (5 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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Series 63, Series 65
Coral Gables, FL
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CFP®, ChFC®, Series 63, Series 65
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Series 65
Surfside, FL
Thames Asset Management, Inc
CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Miami, FL
Mendoza Private Wealth
Series 65
Key Biscayne, FL
Private Lane Capital, LLC
Series 65
Miami, FL
BlueReef Capital
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