JJ
James W. Jacobsen
STATE FARM INVESTMENT MANAGEMENT
valparaiso, IN
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CRD#: 1499398
JJ
Professional summary
James William Jacobsen JR, who also goes by Jim Jacobsen Jr, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Valparaiso, Indiana and STATE FARM VP MANAGEMENT CORP. located in Dunwoody, Georgia.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. James has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jim Jacobsen Jr
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) JIM RENTS 3 SMALL OFFICES AND A GARAGE. HE IS THE OWNER. HE OWNS 50%OF THIS BUSINESS JOINTLY WITH HIS SPOUSE. HE SPENDS 0-1 HOUR PER WEEK AND HIS MONTHY INCOME IS $1350 GROSS. 2) James Jacobsen's Insurance Agency; Insurance Agency; Investment-related; 2137 Hart St Dyer, IN 46311-1815; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 03/01/1990; 80; 80; Service customers and supervise employees 3) Pickleball Partners Ltd; Non-investment-related; 137 N. Delaware Hobart, IN 46342; Other; Director; none; 07/01/2024; 1; 0; Duties. 4) Jim Jacobsen - Property #1 (Personally Held Real Estate); investment-related; 1503 Collier Dr unit 225 Sevierville, TN 37862; Investment or Commercial Property; Owner; none; 5/1/2012; 1; 0; Duties: Personally Held Real Estate 5) Jacobsen Trust; investment-related; 2500 N Ocean Blvd, unit 1016 North Myrtle Beach, SC 29582; Investment or Commercial Property; Owner; none; 5/20/2024; 1; 0; Duties: Personally Held Real Estate
CRS (Client Relationship Summary) - RIA
Click below to view James William Jacobsen JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 8, 2018 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #2: 2137 Hart St, Dyer, IN 46311-1815RIA
CRD#: 3487
valparaiso, IN
Current
November 19, 1997 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 237 Perimeter Center Pkwy Ne, Dunwoody, GA 30346BD
CRD#: 43036
Dunwoody, GA
Past
December 5, 1989 - March 29, 1990
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
BD
CRD#: 611
OMAHA, NE
Past
December 15, 1987 - September 27, 1988
SIGNATOR FINANCIAL SERVICES, INC.
BD
CRD#: 19061
BOSTON, MA
Past
August 18, 1986 - July 6, 1987
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
Past
August 18, 1986 - July 15, 1987
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Illinois(1/8/2004)
IAR
Illinois(5/9/2019)
RR
Indiana(3/12/2001)
IAR
Indiana(8/8/2018)
RR
Michigan(8/24/2021)
IAR
Michigan(8/24/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
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Contact information
Main Address
One State Farm Plaza B-2, Bloomington, IL 61710-0001
Mailing Address
Phone number
(800) 447-0740
Established
Delaware since 12/09/1966
Firm type
Corporation
Fiscal year end
November
# of Employees
150
SEC notice filing (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | OWNER | |
| CHEVALIER, JEREL SAM | ASSISTANT SECRETARY-TREASURER | 2209892 |
| GRIMES, DAVID ROY | VICE PRESIDENT & SECRETARY | 1432710 |
| GRIZZLE, DAVID RAY | ASSISTANT SECRETARY/TREASURER | 4084087 |
| HORTON, STEPHEN LOWELL | ASSISTANT SECRETARY | 3124493 |
| JAYNES, DONALD ONEIL | ASSISTANT SECRETARY | 3124497 |
| JOSLIN, ROGER SCOTT | DIRECTOR, VICE PRESIDENT & TREASURER | 262350 |
| KILLIAN, JOHN JOSEPH | DIRECTOR | 2614915 |
| MOORE, DAVID MICHAEL | ASSISTANT SECRETARY | 2876793 |
| MOSER, KURT GEORGE | DIRECTOR & SENIOR VICE PRESIDENT | 2065254 |
| RUST, EDWARD BARRY JR | DIRECTOR AND PRESIDENT | 1450795 |
| THOMAS, HOWARD ANDREW | ASSISTANT SECRETARY-TREASURER | 3150520 |
| TIPSORD, MICHAEL LEON | ASSISTANT SECRETARY | 1943922 |
| TROSINO, VINCENT JOSEPH | DIRECTOR | 1780681 |
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 11,294,815,444 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
