Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Andrew Dillenburg is a financial advisor registered with State Farm Investment Management Corp. Jacob has 2 years of experience in the financial industry. Jacob is licensed to provide financial advice in Illinois and Wisconsin. Jacob holds Series 6, 7, 63 and 66 licenses, and has passed the SIE exam. Jacob's firm manages assets of over $10 billion.
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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WI
04/28/2022 - Present
State Farm Investment Management Corp. (Monroe WI)
IL
09/28/2018 - 09/20/2019
HD VEST INVESTMENT SERVICES (ROCKFORD IL)
BOTH
Issued 03/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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