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Jon Darvey Lam

State Farm VP Management Corp.

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About Jon Darvey Lam

Jon Darvey Lam is a financial advisor who is registered with the state of California. Jon has been in the industry for 25 years and currently works for State Farm VP Management Corp. Jon's firm is located in Pinole, California, and has been registered with the Securities and Exchange Commission since 1998. Jon has a Series 6, Series 63, and SIE license. Jon has a strong track record of helping clients reach their financial goals.

Firm Information

Jon Lam 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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Jon Lam’s Registration & Firm History

CA

07/09/1998 - Present

State Farm VP Management Corp. (Pinole CA)

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Licenses & Designations

BC

Issued 11/21/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jon Darvey Lam.
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