Kathryn Lynn Jones

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

• 01/2012 → Present
  Katie Zakar Insurance Agency
  West Bloomfield, MI
• 01/2012 → Present
  State Farm Vp Management Corp.
  West Bloomfield, MI
• 09/2018 → 06/2019
  State Farm Investment Management Corp
  W. Bloomfield, MI
• 02/2022 → Present
  State Farm Investment Management Corp
  West Bloomfield, MI

Other Businesses

1) Kuroly LLC; Investment-related; 1350 E West Maple Rd, Walled Lake, MI 48390; investment or commercial property; owner; 2/14/2033; 4; 0; none. 2) Kathryn Jones's Insurance Agency; Insurance Agency; Investment-related; 1350 E West Maple Rd Ste 12 Walled Lake, MI 48390-3727; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2012; 80; 80; Service customers and supervise employees 3) Trout Creek Condo Assoc- Board; non-investment-related; 4749 S Pleasantview Rd Harbor Springs MI 49740; other; board member; board member; 12/08/2022; 2; 0; serve as board member for association- manage by-laws, determine where funds will be spent. 4) Michigan Agency Resource Group; non-investment-related;1350 E West Maple, Walled Lake, MI 48390; Education; Board Member; President; 03/20/2025; 6;6; Pay bills/Co-Signor on checking account, President of the group- organizing and planning year end event.

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-05-20

Designations

• Chartered Financial Consultant

Other Names

• Katie Zakar
• Kathryn Lynn Zakar
• Kathryn Lynn Zakar