Lori Pons

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

• 01/2010 → Present
  Lori Grunden Insurance Agency
  Panama City, FL
• 01/2010 → Present
  State Farm Vp Management Corp.
  Panama City, FL
• 08/2018 → Present
  State Farm Investment Management Corp
  Panama City, FL

Other Businesses

1) Gulf Coast State College Foundation, non investment related, 5230 W us Hwy 98 Panama City FL 32401, Funding for school scholarships and programs, director, 03-26-2017, Assist in fundraising events & selecting school programs for financial awards, 3 hr/mo for both 2) Lori Pons's Insurance Agency; Insurance Agency; Investment-related; 429 S Tyndall Pkwy Ste A Panama City, FL 32404-6746; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/1001; 80; 80; Service customers and supervise employees 3) Lori Pons - Property #1 (Personally Held Real Estate); investment related; 15100 Front Beach Rd Unit 1036/1038 Panama City Beach FL 32413; rental condo; owner; 07/05/2017; 2;0;rental, control of the checkbook, review bank statements, make deposits in the checking account, pay bills and cosignor on the checking account.

Designations

• Chartered Financial Consultant

Other Names

• Lori Anne Grunden
• Lori Anne Pons
• Lori Grunden Pons