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Jacquelyn Nicole Jacobson

State Farm Investment Management Corp.

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About Jacquelyn Nicole Jacobson

Jacquelyn Jacobson is an Investment Advisor Representative at State Farm Investment Management Corp. Jacquelyn has been working in the financial services industry since 2014. Jacquelyn is registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in CT, NJ, NY, and PA. Jacquelyn's primary focus is providing investment advisory services for individuals and investment companies. Jacquelyn is also an insurance agent with Jacquelyn Jacobson's Insurance Agency.

Firm Information

Jacquelyn Jacobson is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacquelyn Jacobson’s Registration & Firm History

NY

09/13/2024 - Present

State Farm Investment Management Corp. (Commack NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacquelyn Nicole Jacobson.
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