Chad Jacobson is a registered investment advisor, based in Montoursville, PA, with 7 years of industry experience.
Location
999 N Loyalsock Ave, Suite 3, Montoursville, PA, 17754
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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.
Learn about disclosures →Employment History
Current Registrations
State Farm Vp Management CORP.Broker
January 2026 - Present · 8 mos
State Farm Vp Management CORP.
January 2026 - Present · 8 mos
State Farm Investment Management CORP.
January 2026 - Present · 8 mos
Previous Registrations
State Farm Vp Management CORP.Broker
June 2018 - August 2025 · 7 yrs 2 mos
State Farm Vp Management CORP.Broker
March 2016 - June 2016 · 3 mos
State Registrations4 states
MDNJOHPA
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.