Jeremy Christopher Wong
Investment adviser representative at State Farm Investment Management Corp.
11 yearsExperience
3 statesRegistered in
$12.9BFirm assets
54 yearsFirm in business
Are you Jeremy Christopher Wong? Claim your profile
Contact this firm
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
11 years in the industry.
- Jeremy Wong Insurance AgencyFeb 2026 to now
- State Farm Vp Management CorpFeb 2026 to now
- State Farm Investment Management Corp.Oct 2025 to now
- State Farm Vp Management CorpOct 2025 to Jan 2026
- State Farm InsuranceSep 2025 to Jan 2026
- Hornor, Townsend, & Kent LLCMar 2025 to Oct 2025
- Penn Mutual Life Insurance CompanyMar 2024 to Oct 2025
- Guardian Life Insurance CompanyAug 2019 to Mar 2025
- Park Avenue SecuritiesAug 2019 to Mar 2025
- Hornor Townsend & Kent IncMay 2015 to Aug 2019
- Penn Mutual Life Ins CoMay 2015 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, OR).
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
- 4763248
- Firm CRD
- 3487