Julianti Nagaria is a registered investment advisor, based in Happy Valley, OR, with 9 years of industry experience.
Location
Happy Valley, OR
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
State Farm Vp Management CORP.
December 2025 - Present · 5 mos
State Farm Vp Management CORP.Broker
December 2025 - Present · 5 mos
State Farm Investment Management CORP.
December 2025 - Present · 5 mos
Previous Registrations
State Farm Vp Management CORP.Broker
September 2018 - February 2019 · 5 mos
Horace Mann Investors, INC.Broker
August 2013 - September 2016 · 3 yrs 1 mo
Country Capital Management CompanyBroker
February 2008 - July 2013 · 5 yrs 5 mos
State Registrations2 states
ORWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.