Jonathan Yu

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

• 09/2015 → Present
  State Farm Vp Management Corp
  Columbus, OH
• 09/2015 → Present
  Jonathan Yu Insurance Agency
  Columbus, OH
• 09/2018 → Present
  State Farm Investment Management Corp
  Columbus, OH
• 10/2021 → Present
  Jonathan Yu Insurance Agency
  New Albany, OH
• 10/2021 → Present
  State Farm Vp Management Corp
  New Albany, OH

Other Businesses

1) Yu Management Group LLC / JK Investment Holdings, LTD; NON-INVESTMENT-RELATED, 1930 CROWN PARK CT Ste. 140, COLUMBUS OH 43235; INVESTMENT OR COMMERCIAL PROPERTY; OWNER/PARTNER; 11/01/2014; 4HRS; LLC that holds my office and rental 2) Jonathan Yu's Insurance Agency; Insurance Agency; Investment-related; 1930 Crown Park Ct Ste 140 Columbus, OH 43235-2402; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2012; 80; 80; Service customers and supervise employees 3) TCI Investment Holdings, LLC; investment-related; 1930 Crown Park Ct Ste 140 Columbus, OH 43235; Investment or Commercial Property; Owner; none; 5/1/2024 3; 1; Duties: Privately held rental building 4) JSY Investment Holdings; investment-related; 1930 Crown Park Ct Ste 140 Columbus, OH 43235; Investment or Commercial Property; Owner; President; 09/16/2024; 2; 1; invest in real estate 5) JSY Investment Holdings II, LLC; investment-related; 1930 Crown Park Ct Ste 140, Columbus, OH 43235; Investment or Commercial Property; Owner; none;12/20/2024; 1;1; Property management. 6) Fortune Investment Holdings, LLC; investment-related; 1930 Crown Park Ct Ste 140, Columbus, OH 43235; Investment or Commercial Property; Owner; None; 01/13/2025; 1;0; Just a 1% shareholder. 7) To be Determined; investment-related; 1930 Crown Park Ct Ste 140 Columbus OH 43235; Investment or Commercial Property; Other; None; 08/20/2025; 1;0; Minority investor in owning land and data center in the state of Iowa

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-08-18
• S65 Uniform Investment Adviser Law Examination
  2018-09-25