Julie Hong Nguyen

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

• 02/2011 → Present
  State Farm Vp Management Corp.
  Houston, TX
• 11/2011 → Present
  Julie Nguyen Insurance Agency
  Houston, TX
• 08/2023 → Present
  State Farm Investment Management Corp
  Houston, TX

Other Businesses

1) Julie Nguyen's Insurance Agency; Insurance Agency; Investment-related; 13480 Veterans Mem Dr Ste R6 Houston, TX 77014-1670; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/2011; 80; 80; Service customers and supervise employees 2) VANGUARD; Investment-Related; 100 VANGUARD BLVD MALVERN PA 19355; Mutual Funds; 11/01/2019 3) Julie Nguyen - Property #1 (personally held real estate); investment-related; 627 RUTLAND #4, HOUSTON, TX 77007; Investment or Commercial Property; Owner; None; 04/04/2025; 3;0; Landlord. 4) Julie Nguyen - Property #2 (personally held real estate); investment-related; 1127 W MELWOOD ST, HOUSTON, TX 77009; Investment or Commercial Property; Owner; None; 04/04/2025; 3;0; Landlord.

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-03-25

Designations

• Chartered Financial Consultant