Jana Sue Fong

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

• 11/2018 → Present
  Jana Fong Insurance Agency
  Havertown, PA
• 04/2018 → 11/2018
  State Farm Insurance
  Bloomington, IL
• 01/2018 → 04/2018
  William Thomson Insurance Agency
  Warrington, PA
• 01/2016 → 01/2018
  State Farm Insurance
  Bloomington, IL
• 03/2021 → Present
  State Farm Vp Management Corp
  Havertown, PA
• 07/2023 → Present
  State Farm Investment Management Corp
  Havertown, PA

Other Businesses

1) JSDF Havertown LLC; investment-related; 1165 West Chester Pike Ste A, Havertown, PA, 19083; Investment or Commercial Property; Owner; President; 04/08/2019; 1; 0; Created LLC for agency. Building also has 2 rental apartments above the commercial State Farm office. Separate entrance/access. - LLC created to house my agency in new location. This property has 2 apartments above it that do not have access to my State Farm office. No State Farm resources will be used for the rental apartments. My spouse is primary for day-to-day duties of the apartments. 2) Jana Fong's Insurance Agency; Insurance Agency; Investment-related; 1165 W Chester Pike Havertown, PA 19083-3454; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/1/2018; 80; 80; Service customers and supervise employees

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-07-31

Designations

• Chartered Financial Consultant

Other Names

• Jana Sue
• Won S Sue