Josephine Wei-Ling Patton

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

• 03/2013 → 08/2020
  State Farm Insurance
  Diamond Bar, CA
• 03/2013 → 08/2020
  State Farm Vp Management Corp.
  Diamond Bar, CA
• 07/2019 → 08/2020
  State Farm Investment Management Corp.
  Diamond Bar, CA
• 08/2020 → Present
  State Farm Investment Management Corp
  Laguna Beach, CA
• 08/2020 → Present
  State Farm Vp Management Corp
  Laguna Beach, CA
• 08/2020 → Present
  State Farm Insurance
  Laguna Beach, CA

Other Businesses

1) Fit Buzz; Non-Investment Related; 1590 S Coast Hwy, Unit 7, Laguna Beach, CA 92651; Other; Board Member; 10/01/2020; 4; 0; Provide business consulting for boutique gym focused on personal training 2) A Stable Space; non-investment related; 686 Hood Drive Claremont CA 91711; public service; board member; board member; 07/17/2022; 5; 0; This is a non-profit that is starting and is being set up. I have been asked to be a board member on the paperwork to establish the 501(c)3. The organization provides a renovated living space for expectant mothers and babies. This is provided through donations and fundraising efforts of the organization. 3) HeadTrash; non-investment related; 4012 Azure Lane Addison TX 75001; Public Service; Board Member; Secretary; 10/01/2023; 10; 0; Vote on investing in CD's or Money Market Accounts (bank products), Non-profit Christian Ministry - mission is to help individual Christians easily share the gospel with the people in their lives. 4) Josie Patton (Personally Held Real Estate); Investment related; 835 Quivera Street Laguna Beach, CA 92651; Investment or Commercial Property; Owner; none; 8/20/2020; 1; 0; Duties

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-03-13

Designations

• Chartered Financial Consultant

Other Names

• Josie Liu
• Josie Wong
• Josephine Wei-Ling Wong
• Josephine Liu
• Josephine Wei-Ling Liu