TrueAdvisor
TrueAdvisor
JD
ChFC
JD
ChFC

Jacob Davis

State Farm Investment Management CORP.
26 Years of Experience
Indiana, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jacob Davis is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Indiana, PA, with 26 years of industry experience. Jacob is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B in assets under management.

State Farm Investment Management CORP.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7073 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Minimum Annual Fee:$180
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%

Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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View Full SEC Brochure

Location

1009 Phila St, Indiana, PA, 15701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jacob owns 50% of TUEM Enterprises LLC, a non-investment related commercial property, spending minimal time meeting with prospective tenants. Jacob also owns Jacob Davis's Insurance Agency, an insurance agency affiliated with State Farm, dedicating about half of his time to servicing customers and supervising employees.

Employment History
Current Registrations
State Farm Investment Management CORP.
July 2023 - Present · 3 yrs 3 mos
State Farm Vp Management CORP.
January 2000 - Present · 26 yrs 9 mos
State Farm Vp Management CORP.Broker
January 2000 - Present · 26 yrs 9 mos
State Registrations1 state
PA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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