J.P. Morgan Securities
47yrs
Top 1% by experience in Miami
New
Iris Lopez
Financial advisor at State Farm Investment Management
Iris Lopez is a fiduciary financial advisor in Miami, Florida, registered since Dec 2025. Iris joined State Farm Investment Management in 2026, a firm offering investment management. State Farm Investment Management reports being paid through a percentage of assets.
One of 3158 advisors with offices in Miami, and one of 3035 fiduciaries.
At a glance
ExperienceNew to the profession (since Dec 2025)
How that compares ?New to the profession
Office2350 SW 27 Avenue Suite 104, Miami, FL 33145
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jan 2026 – nowState Farm Investment Management Corp.Current firm
Questions to ask Iris
Tailored to Iris’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Iris
How do I contact Iris?
Call State Farm Investment Management at 800-447-0740 and ask for Iris Lopez. Iris works from the Miami, FL office.
How long has Iris been a financial advisor?
Iris is new to the profession, registered since Dec 2025, and holds 1 license.
What licenses does Iris hold?
Series 65. Tap any license on this page to see what it allows.
Is Iris a fiduciary?
Iris is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Iris paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Iris for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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