Unclaimed
Jacob Druce is an investment advisor representative with State Farm Investment Management Corp. Jacob is registered with FINRA and is Series 63, 65, SIE, and 6TO qualified. Jacob has over 10 years of experience in the financial services industry and is committed to helping clients reach their financial goals. Jacob is also a licensed insurance agent with State Farm Mutual Automobile Insurance Company and its affiliates.
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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2
CO
08/22/2024 - Present
State Farm Investment Management Corp. (Grand Junction CO)
BC
Issued 02/07/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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