Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jana? Claim Your ProfileJana Fong is a financial professional with experience in the insurance and investment industries. Jana holds the Series 63, Series 6TO and SIE licenses. Jana currently works for State Farm Investment Management Corp. and has been with them since July 2023. In addition to their work at State Farm Investment Management Corp., Jana is also the owner and agent of Jana Fong's Insurance Agency. Jana is dedicated to providing clients with personalized financial advice and guidance.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
07/07/2023 - Present
State Farm Investment Management Corp. (Havertown PA)
BC
Issued 07/31/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2021
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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