Jenny Kavita Tola

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

• 12/2008 → Present
  State Farm Vp Management Corp
  Chicago, IL
• 12/2008 → Present
  Jenny Tola Insurance Agency
  Chicago, IL
• 04/2021 → Present
  State Farm Investment Management Corp
  Chicago, IL

Previous Registrations

• 2007-03-30 → 2008-03-04
  Pruco Securities, Llc.
  Coral Gables, FL

Other Businesses

1) 4834 N Damen Ave Condominium Association; non-investment-related; 4834 N Damen Avenue, Chicago, IL 60625; Association/Committee/Council; 8/3/2020; 1; 0; none. 2) Jenny K Tola Insurance Agency; Investment-related;4083 N Broadway St Chicago, IL 60613-2117; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent12/01/2008; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-02-03
• S63 Uniform Securities Agent State Law Examination
  2003-12-22

Designations

• Chartered Financial Consultant

Other Names

• Jenny Kavita Tola
• Jenny Kavita Tola-Rodriguez
• Jenny Kavita Tola-Fajardo