Unclaimed
Jacob Eric Lohri is a registered investment advisor representative with State Farm Investment Management Corp. Jacob has been in the industry since June 2024, and is currently registered in Ohio and West Virginia. Jacob specializes in investment management for individuals and investment companies. Jacob also holds the Series 63 and Series 65 licenses. In addition to his role at State Farm Investment Management Corp., Jacob is also an intern at State Farm and provides insurance services for 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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WV
11/12/2024 - Present
State Farm Investment Management Corp. (Paden City WV)
Active
Inactive
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