Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Czaja is a registered representative of State Farm Investment Management Corp. Jacob is also an insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates. Jacob is licensed in New York. The firm is headquartered in Bloomington, Illinois. The firm manages assets for investment companies. Jacob Czaja's primary practice is providing investment advice and portfolio management for individuals and investment companies.
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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NY
07/25/2023 - Present
State Farm Investment Management Corp. (Amherst NY)
BC
Issued 02/11/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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