JC
JC

Jacob Canfield

2 Years of Experience
Woodstock, MD
Broker

Jacob Canfield is a registered investment advisor, based in Woodstock, MD, with 2 years of industry experience.

Location

10543 Hounslow Drive, Woodstock, MD, 21163

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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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Employment History
Current Registrations
State Farm Vp Management CORP.Broker
November 2025 - Present · 6 mos
State Farm Vp Management CORP.
November 2025 - Present · 6 mos
State Farm Investment Management CORP.
November 2025 - Present · 6 mos
Previous Registrations
Equitable Advisors, LLC
February 2025 - October 2025 · 8 mos
Equitable Advisors, LLCBroker
January 2024 - October 2025 · 1 yr 9 mos
State Registrations1 state
MD
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.
Jacob Canfield - Financial Advisor | TrueAdvisor