Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob M. Breakey is a registered investment advisor representative with State Farm Investment Management Corp. based in Westerville, OH. Jacob Breakey's primary business is insurance, he has been in the insurance industry since 2014. Jacob Breakey has also been a registered representative in the financial industry since 2021. Jacob Breakey specializes in portfolio management for individuals and investment companies. Jacob Breakey is registered in Ohio.
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
OH
06/28/2023 - Present
State Farm Investment Management Corp. (Westerville OH)
IA
Issued 06/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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