Unclaimed
Jacob Vance Chapman is a financial advisor with over 8 years of experience in the industry. Jacob is registered with State Farm Investment Management Corp. and provides financial advice to individuals and investment companies. Jacob has a Series 6 license and a SIE designation. Jacob specializes in providing investment management services, including portfolio management. Jacob also owns and operates Jacob Chapman's Insurance Agency, an insurance agency that provides insurance services to clients.
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
LA
02/22/2022 - Present
State Farm Investment Management Corp. (Metairie LA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jacob Chapman is the right advisor for you? Invested Better is here to help.