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Jana Lyn Lake

State Farm VP Management Corp.

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About Jana Lyn Lake

Jana Lyn Lake is a financial professional with over 15 years of experience in the industry. Jana is registered with State Farm VP Management Corp. and is licensed to conduct business in North Carolina. Jana holds the Series 6 and Series 63 securities licenses as well as the SIE. Jana is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Jana Lake is currently registered with State Farm VP Management Corp.. State Farm VP Management Corp. is a corporation formed in 1996 and approved to operate in all 50 states and the District of Columbia. The firm has one approved SEC registration and 51 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

5,459

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.

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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Jana Lake’s Registration & Firm History

NC

03/28/2007 - Present

State Farm VP Management Corp. (Wilson NC)

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Licenses & Designations

BC

Issued 04/10/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jana Lyn Lake.
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