Katherine Margaret Jones

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2006 → Present
  Katherine Jones Insurance Agency
  Clearwater, FL
• 12/2006 → Present
  State Farm Vp Management Corp.
  Clearwater, FL
• 07/2023 → Present
  State Farm Investment Management Corp
  Clearwater, FL

Other Businesses

1) CANTERBURY OAKS; NON-INVESTMENT-RELATED; 575 S HERCULES AVE, CLEARWATER, FL 33764; CONDO ASSOCIATION IN THE COMPLEX THE STATE FARM OFFICE IS LOCATED; VICE PRESIDENT, 0% OWNERSHIP; 6/1/2010; 1 HR/MO FOR BOTH; HIRE/FIRE PROPERTY MANAGER, INDIVIDUAL UNIT OWNERS' CONCERNS. 2) Katherine Jones's Insurance Agency; Insurance Agency; Investment-related; 575 S Hercules Ave Ste 604 Clearwater, FL 33764-6345; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2006; 80; 80; Service customers and supervise employees

Designations

• Chartered Financial Consultant

Other Names

• Katherine Jones
• Katherine Lang
• Katherine Margaret Jones
• Katherine Margaret Lang