Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Jacobson is a financial advisor at State Farm Investment Management Corp. Brian has been in the financial services industry for 21 years and has a wide range of experience in investment advising. Brian is a Series 6, 26 and 63 licensed individual. Brian's specialties are in investment companies and variable contracts. Brian is registered to provide investment advice in Texas. Brian Jacobson can assist you with your investment needs.
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.
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TX
08/10/2018 - Present
State Farm Investment Management Corp. (San Antonio TX)
IL
02/14/2001 - 04/11/2001
STATE FARM INVESTMENT MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 02/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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