Matthew Jacob (CRD# 7517375) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Belle Vernon, PA and has over 2 years of experience in the finance industry.
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
CRD# 1523919
Trustmont Advisory Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Belle Vernon, PA | Aug 2023 - Current | < 1 |
| State Farm Vp Management Corp | Belle Vernon, PA | Aug 2023 - Current | < 1 |
| State Farm Insurance | Belle Vernon, PA | Aug 2023 - Current | < 1 |
| State Farm Investment Management Corp | Irwin, PA | Jun 2022 - Aug 2023 | 1 |
| State Farm Vp Management Corp | Irwin, PA | Mar 2022 - Aug 2023 | 1 |
| State Farm Insurance | Irwin, PA | Oct 2021 - Aug 2023 | 1 |
| Matt Jacob Insurance Agency | Lebanon, PA | Oct 2017 - Sep 2021 | 3 |
| State Farm Insurance | Lebanon, PA | May 2017 - Sep 2017 | < 1 |
| Brenda L Wagner Ins Agcy Inc. | Harrisburg, PA | Nov 2015 - May 2017 | 1 |
| Union Community Bank | Mount Joy, PA | Nov 2007 - Nov 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
| S63 | Uniform Securities State Law Examination | Mar 2022 |
- PA
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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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