Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Naven is a financial professional with over 15 years of experience in the financial services industry. Jacob is currently registered as a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. and holds Series 6 and Series 63 licenses, along with the SIE exam. Jacob has been serving clients in Manteca, CA since 2007. Jacob is also a Chartered Financial Consultant (ChFC).
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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CA
06/29/2023 - Present
State Farm Investment Management Corp. (Manteca CA)
CA
07/23/2007 - 01/15/2019
STATE FARM VP MANAGEMENT CORP. (MANTECA CA)
BC
Issued 08/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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