Chad Thomas Jacobson
Investment Adviser Representative at State FARM Investment Management Corp.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Chad Thomas Jacobson is an investment adviser representative with State FARM Investment Management Corp. in Montoursville, PA, where they have been registered since 2026. They have worked in the securities industry since 2018 and were previously registered with State FARM VP Management Corp. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Maryland, New Jersey, Ohio, and Pennsylvania.
Registrations & licenses
- Investment adviser:
- Maryland, New Jersey, Ohio, Pennsylvania
- Broker:
4 states and territories
Maryland, New Jersey, Ohio, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- AC CRUZ Insurance AgencySep 2013 – Apr 2017Williamsport, PA
- State FARM InsuranceApr 2017 – Aug 2017Montoursville, PA
- CHAD Jacobson Insurance AgencySep 2017 – Aug 2025Danville, PA
- State FARM VP Management Corp.Jun 2018 – Aug 2025Danville, PA
- Chad Jacobson Insurance AgencySep 2017 – no end date reportedDanville, PA
- Chad Jacobson Insurance AgencySep 2017 – no end date reportedMontoursville, PA
- State Farm Investment Management CorpJan 2025 – no end date reportedMontoursville, PA
- State Farm Investment Management CorpJan 2026 – no end date reportedDanville, PA
- State FARM VP Management CorpJan 2026 – no end date reportedDanville, PA
- State FARM VP Management CorpJan 2026 – no end date reportedMontoursville, PA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About State FARM Investment Management Corp.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7,007
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Bloomington, IL
- SEC file number:
- 801-8184
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 30, 2026
View full firm profileOther advisors at State FARM Investment Management Corp.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Chad Thomas Jacobson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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