Shen Pan

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

• 08/2013 → 04/2019
  State Farm Insurance
  Suwanee, GA
• 08/2013 → 04/2019
  State Farm Vp Management Corp
  Suwanee, GA
• 08/2018 → 04/2019
  State Farm Investment Management Corp.
  Suwanee, GA
• 04/2019 → Present
  State Farm Vp Management Corp.
  Statham, GA
• 04/2019 → Present
  State Farm Investment Management Corp.
  Statham, GA
• 04/2019 → Present
  State Farm Insurance
  Statham, GA

Other Businesses

1) The Context Institute; non-investment-related; 3849 Highway 82 Statham, GA. 30666; Other; Owner; None; 12/30/2025; 150;0; I am writing and self- publishing a series of book (The Semantic Trilogy) on a topic of Artificial Intelligence. 2) Accelacore AI; Non-Investment Related; 4275 Maple Valley Dr Cummings, GA 30040; Service Industry; Other; None; 03/10/2026; 5; 0; providing occasional advisory input and contributing technical research

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-08-24

Designations

• Chartered Financial Consultant

Other Names

• Sean Pan