Best Investors Account Sign in
Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-06-19
OR RA APPROVED 2026-06-15
CA RA APPROVED 2025-10-22
  • AZ RA
    APPROVED
    Since 2026-06-19
  • OR RA
    APPROVED
    Since 2026-06-15
  • CA RA
    APPROVED
    Since 2025-10-22

Branch Locations

1021 S De Anza Blvd, San Jose, CA 95129 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Penn Mutual Life Ins Co Horsham PA 05/2015 08/2019
Hornor Townsend & Kent Inc Horsham PA 05/2015 08/2019
Guardian Life Insurance Company San Ramon CA 08/2019 03/2025
Park Avenue Securities San Ramon CA 08/2019 03/2025
Hornor, Townsend, & Kent Llc Wilmington DE 03/2025 10/2025
Penn Mutual Life Insurance Company Wilmington DE 03/2024 10/2025
State Farm Insurance Benicia CA 09/2025 01/2026
State Farm Vp Management Corp Benicia CA 10/2025 01/2026
State Farm Investment Management Corp Benicia CA 10/2025 01/2026
Jeremy Wong Insurance Agency San Jose CA 02/2026 Present
State Farm Investment Management Corp San Jose CA 02/2026 Present
State Farm Vp Management Corp San Jose CA 02/2026 Present
  • 05/2015 → 08/2019
    Penn Mutual Life Ins Co
    Horsham, PA
  • 05/2015 → 08/2019
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 08/2019 → 03/2025
    Guardian Life Insurance Company
    San Ramon, CA
  • 08/2019 → 03/2025
    Park Avenue Securities
    San Ramon, CA
  • 03/2025 → 10/2025
    Wilmington, DE
  • 03/2024 → 10/2025
    Penn Mutual Life Insurance Company
    Wilmington, DE
  • 09/2025 → 01/2026
    State Farm Insurance
    Benicia, CA
  • 10/2025 → 01/2026
    State Farm Vp Management Corp
    Benicia, CA
  • 10/2025 → 01/2026
    Benicia, CA
  • 02/2026 → Present
    Jeremy Wong Insurance Agency
    San Jose, CA
  • 02/2026 → Present
    San Jose, CA
  • 02/2026 → Present
    State Farm Vp Management Corp
    San Jose, CA
Previous Registrations
Other Businesses

1) Jeremy Wong Insurance Agency; Investment-related; 1021 S De Anza Blvd San Jose, CA 95129; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 02/01/2026; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-09
S63 Uniform Securities Agent State Law Examination 2010-06-25
  • S65 Uniform Investment Adviser Law Examination
    2025-05-09
  • S63 Uniform Securities Agent State Law Examination
    2010-06-25
Other Names
  • Jeremy Christopher Wong
  • Jeremy Wong

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Jose, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor