Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Sulzer is a financial professional with State Farm Investment Management Corp. Jacob has been in the industry since March 2019. Jacob is registered to provide investment advice in Kentucky and Ohio. Jacob has passed the Series 63, Series 6TO and SIE exams. Jacob has been a financial professional for 6 years and is also an agent for Jacob Sulzer's Insurance Agency.
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.
1
2
OH
07/27/2023 - Present
State Farm Investment Management Corp. (Portsmouth OH)
BC
Issued 05/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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