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Gregory Curtis Jung

State Farm Investment Management Corp.

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About Gregory Curtis Jung

Gregory Curtis Jung is a financial advisor with State Farm Investment Management Corp. Gregory Jung is a registered investment advisor representative, licensed in California. Gregory Jung has been in the financial services industry since 1999. Gregory Jung has worked for Edward Jones and Merrill Lynch, Pierce, Fenner & Smith Incorporated in the past. Gregory Jung holds the Series 66, Series 7, and Series 6TO securities licenses as well as the Series 26 principal license. Gregory Jung also holds the Chartered Financial Consultant designation. Gregory Jung is also a vice president of the Chinese American Council of Sacramento and the Folsom History Museum. Gregory Jung is a board member of the Locke Management Association.

Firm Information

Gregory Jung is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gregory Jung’s Registration & Firm History

CA

07/28/2022 - Present

State Farm Investment Management Corp. (Folsom CA)

MO

12/22/2000 - 06/04/2002

EDWARD JONES (ST. LOUIS MO)

NY

11/10/1998 - 01/04/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/07/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/07/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Curtis Jung.
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