Jacob Yoder (CRD# 6568236) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Montpelier, OH and has over 2 years of experience in the finance industry.
CRD# 5619817
Raymond James Financial Services Advisors, Inc.
CRD# 5725299
Cambridge Investment Research Advisors, Inc.
CRD# 5591514
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Montpelier, OH | Feb 2024 - Current | < 1 |
| State Farm Vp Management Corp | Montpelier, OH | Sep 2021 - Current | 2 |
| Jacob Yoder Insurance Agency | Montpelier, OH | May 2018 - Current | 6 |
| State Farm Vp Management Corp. | Montpelier, OH | Sep 2018 - Aug 2019 | < 1 |
| State Farm Insurance | Montpelier, OH | Dec 2017 - May 2018 | < 1 |
| Jeff Traudt Insurance Agency | Toledo, OH | May 2012 - Dec 2017 | 5 |
| State Farm Vp Management Corp | Toledo, OH | Oct 2015 - Mar 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2022 |
- IN
- MI
- OH
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
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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