Strategic Advisers
37yrs
Top advisor by experience in Deltona
18yrs
Ian Markowitz
Financial advisor at State Farm Investment Management
Ian Markowitz has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Deltona, Florida. Ian has been with State Farm Investment Management since 2025; before that, Ian spent three years at Strategic Advisers and three years at Edward Jones. State Farm Investment Management offers investment management and is paid through a percentage of assets.
One of 6 advisors with offices in Deltona, and one of 6 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 66% of advisors at State Farm Investment Management
Office3140 Howland Blvd. Suite 100, Deltona, FL 32725
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.
Career
- Dec 2025 – nowState Farm Investment Management Corp.Current firm
- 2011 – 2014Strategic Advisers LLCPreviously
- 2008 – 2011Edward JonesPreviously
Contact Ian
Local office(386) 218-6888Ask for Ian. (800) 447-0740Main office · Bloomington, IL 3140 Howland Blvd. Suite 100Deltona, FL 32725Office · Get directions
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Questions to ask Ian
Tailored to Ian’s registration and firm.
- 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
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About Ian
How do I contact Ian?
Call Ian’s local office at (386) 218-6888 or the State Farm Investment Management main office at (800) 447-0740, and ask for Ian Markowitz.
How long has Ian been a financial advisor?
Ian has been in the industry since 2008, about 18 years. More experience than 66% of advisors at State Farm Investment Management.
What licenses does Ian hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Ian a fiduciary?
Ian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ian paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Ian 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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