Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Paulson is a financial professional with State Farm Investment Management Corp. based in Kasson, MN. Jacob has been active in the financial industry for over 3 years. Jacob has a Series 63 and Series 65 license, and has passed the SIE and Series 6TO exams. Jacob is registered as a Registered Representative and Investment Adviser Representative in Minnesota.
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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MN
02/04/2025 - Present
State Farm Investment Management Corp. (Kasson MN)
BC
Issued 04/12/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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