TrueAdvisor
TrueAdvisor
JO
ChFC
JO
ChFC

Jacob Ottoson

State Farm Investment Management CORP.
5 Years of Experience
Chamblee, GA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jacob Ottoson is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Chamblee, GA, with 5 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
7097 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
—
View Full SEC Brochure

Location

3700 Longview Dr., Suite 200, Chamblee, GA, 30341

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jacob owns Jake Ottoson's Insurance Agency, acting as an agent for State Farm and its affiliates since 2019. He dedicates about half of his time to servicing customers and supervising employees.

Employment History
Current Registrations
State Farm Investment Management CORP.
July 2021 - Present · 5 yrs 3 mos
State Farm Vp Management CORP.
December 2020 - Present · 5 yrs 10 mos
State Farm Vp Management CORP.Broker
December 2020 - Present · 5 yrs 10 mos
State Registrations6 states
FLGARISCTNVA
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.
More Advisors
More financial advisors in Chamblee, GA →All financial advisors in Georgia →