Jack Herbst (CRD# 7624815) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Beavercreek, OH and has 1 year of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Beavercreek, OH | Dec 2023 - Current | < 1 |
| State Farm Vp Management Corp | Beavercreek, OH | Dec 2023 - Current | < 1 |
| Jack Herbst Insurance Agency | Beavercreek, OH | Dec 2023 - Current | < 1 |
| State Farm Insurance | Beavercreek, OH | Dec 2023 - Dec 2023 | < 1 |
| State Farm Insurance | Vandalia, OH | Jul 2023 - Dec 2023 | < 1 |
| State Farm Investment Management Corp | Vandalia, OH | Jul 2023 - Dec 2023 | < 1 |
| State Farm Vp Management Corp | Vandalia, OH | Jul 2023 - Dec 2023 | < 1 |
| State Farm Investment Management Corp | Dayton, OH | Mar 2023 - Jul 2023 | < 1 |
| State Farm Vp Management Corp | Vandalia, OH | Aug 2022 - Jul 2023 | < 1 |
| Steven Reed Insurance Agency | Vandalia, OH | Jun 2021 - Jul 2023 | 2 |
| Unemployed | Vandalia, OH | Aug 2020 - Jun 2021 | < 1 |
| Student Painters | Vandalia, OH | Jun 2020 - Aug 2020 | < 1 |
| Unemployed | Vandalia, OH | Aug 2019 - Jun 2020 | < 1 |
| Sherwin Williams | Vandalia, OH | Jun 2019 - Aug 2019 | < 1 |
| Unemployed | Vandalia, OH | Aug 2018 - Jun 2019 | < 1 |
| Student Painters | Vandalia, OH | Apr 2018 - Aug 2018 | < 1 |
| Vandalia Rec Center | Vandalia, OH | Jan 2017 - Aug 2018 | 1 |
| Miami Valley Golf Club | Dayton, OH | Mar 2016 - Aug 2017 | 1 |
| Unemployed | Vandalia, OH | Mar 2012 - Mar 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2022 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- OH
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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