Jessica Cruz Phung

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

• 02/2022 → 01/2024
  Tony Lee's Insurance Agency
  Plant City, FL
• 01/2019 → 01/2022
  Justin Bauknight Insurance Agency
  Orlando, FL
• 01/2015 → 12/2016
  Yenmen Enterprises
  Orlando, FL
• 11/2023 → 01/2024
  State Farm Vp Management Corp
  Plant City, FL
• 01/2017 → 12/2018
  Tony Lee's Insurance Agency
  Plant City, FL
• 01/2024 → 07/2024
  State Farm Insurance
  Lakeland, FL
• 01/2024 → 07/2024
  State Farm Vp Management Corp
  Lakeland, FL
• 01/2024 → 07/2024
  State Farm Investment Management Corp
  Lakeland, FL
• 07/2024 → Present
  Jessica Cruz Phung's Insurance Agency
  Winter Haven, FL
• 07/2024 → Present
  State Farm Investment Management Corp
  Winter Haven, FL
• 07/2024 → Present
  State Farm Vp Management Corp
  Winter Haven, FL

Other Businesses

1) Jessica Cruz Phung's Insurance Agency; Investment-related; 1102 Cypress Gardens Blvd Unit G Winter Haven, FL 33884; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 7/1/2024; 80; 80; Service customers and supervise employees. 2) Jessica Cruz Phung - Property #1 (personally Held Real Estate); Investment-Related; 7773 Country Pl Lane Unit I-8 Winter Park, FL 32792; Investment or Commercial Property; Owner; 07/14/2021; 1; 0; Rental Property. 3) Jessica Cruz Phung - Property #2 (personally held real estate); investment-related; 2979 Creeks Crossing Blvd Lakeland, FL. 33810; Investment or Commercial Property; Owner; None; 12/01/2025; 1;1; Primary Home turned into a long-term rental.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-29

Other Names

• Jessica Lopez Cruz
• Jessica Lopez Cruz