Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Yoder is a financial professional with experience in the insurance and investment industries. Jacob is registered with the state of Ohio as an Investment Advisor Representative, and is also registered with the state of Indiana and Michigan as an Investment Advisor Representative. Jacob is currently employed by State Farm Investment Management Corp. Jacob specializes in investment advisory services for individuals and investment companies. Jacob's office is located in Montpelier, OH.
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
OH
02/05/2024 - Present
State Farm Investment Management Corp. (Montpelier OH)
BC
Issued 05/06/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jacob Yoder is the right advisor for you? Invested Better is here to help.
