Joseph Ya ying Lau
Investment adviser representative at State Farm Investment Management Corp.
10 yearsExperience
3 statesRegistered in
$12.9BFirm assets
54 yearsFirm in business
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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
10 years in the industry.
- Joseph Lau Insurance AgencyApr 2024 to now
- State Farm Investment Management Corp.Apr 2023 to now
- State Farm Vp Management Corp.Mar 2022 to now
- State Farm InsuranceNov 2023 to Apr 2024
- Patrick Lau Insurance AgencyFeb 2022 to Nov 2023
- Nicole Vuong Insurance AgencyApr 2021 to Nov 2023
- Wally Shao Insurance AgencyJun 2019 to Feb 2021
- Coffee Bean and Tea LeafSep 2017 to Mar 2018
- University of California, RiversideSep 2016 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, NV).
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
- 7523608
- Firm CRD
- 3487