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Megan Jayne mcfarland Fontem

Investment adviser representative at Homestead Advisers Corp.
16 yearsExperience
51 statesRegistered in
CFP® certificationDesignation
$7.5BFirm 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 assetsOther

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

16 years in the industry.

  1. Homestead Advisers Corp.Jan 2025 to now
  2. Re Investment CorporationSep 2010 to now
  3. Re Advisers CorporationSep 2016 to Jan 2025

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011

State registrations

Registered as an investment adviser representative in 51 states (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VI, VT, WA, WI, WV, WY).

Homestead Advisers Corp.

$7.5BAssets managed
8Clients
11Advisers
36 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
5854868
Firm CRD
109845
Advisor's SEC record (opens in a new tab)
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