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Jana Lynd Barr

Investment adviser representative at State Farm Investment Management Corp.
18 yearsExperience
4 statesRegistered in
ChFC®Designation
$12.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

18 years in the industry.

  1. Jana Barr Insurance AgencySep 2026 to now
  2. State Farm Investment Management Corp.Mar 2019 to now
  3. State Farm Vp Management Corp.Apr 2008 to now
  4. State Farm InsuranceAug 2018 to Sep 2026
  5. Jana Barr Insurance AgencyNov 2008 to Aug 2018

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008

State registrations

Registered as an investment adviser representative in 4 states (AZ, ID, NV, UT).

State Farm Investment Management Corp.

$12.9BAssets managed
3,575Clients
7,123Advisers
54 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4671091
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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