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Jenny Tran Luong

State Farm Investment Management Corp.

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About Jenny Tran Luong

Jenny Luong is a financial professional with over 10 years of experience in the financial services industry. Jenny is a registered representative of State Farm Investment Management Corp. and has been with the firm since 2018. Jenny's experience and knowledge allow her to provide comprehensive financial services to individuals and families. Jenny also holds a Chartered Financial Consultant designation and is active in the community. In addition to her role at State Farm Investment Management Corp., Jenny also owns and operates her own insurance agency, Jenny Luong's Insurance Agency. Jenny's dedication to her clients and the community makes her a valuable resource for those seeking financial guidance.

Firm Information

Jenny Luong 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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Jenny Luong’s Registration & Firm History

CA

09/07/2018 - Present

State Farm Investment Management Corp. (San Francisco CA)

CA

11/20/2008 - 01/09/2009

NYLIFE SECURITIES LLC (SANTA ROSA CA)

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Licenses & Designations

BC

Issued 05/02/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jenny Tran Luong.
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