Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Jacobsen is a financial professional with over 25 years of experience in the industry. James currently works for State Farm Investment Management Corp. in Dyer, IN. James has a Series 6 and SIE license. James holds the Chartered Financial Consultant designation. In the past James worked for MUTUAL OF OMAHA FUND MANAGEMENT COMPANY, PNMR SECURITIES, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY.
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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2
IN
08/24/2021 - Present
State Farm Investment Management Corp. (Dyer IN)
NE
12/05/1989 - 03/29/1990
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
MA
12/15/1987 - 09/27/1988
PNMR SECURITIES, INC. (BOSTON MA)
NA
08/18/1986 - 07/15/1987
METLIFE SECURITIES INC.
NA
08/18/1986 - 07/06/1987
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 06/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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