Jacob Lewis

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → Present
  Roanoke Valley Crossfit
  Roanoke, VA
• 06/2016 → 11/2017
  Allstate Insurance Co
  Chantilly, VA
• 01/2008 → Present
  Jcli Group Llc
  Roanoke, VA
• 12/2017 → 05/2020
  Carter Machinery
  Salem, VA
• 06/2020 → 12/2020
  State Farm Insurance
  Roanoke, VA
• 12/2020 → Present
  Jacobb Lewis Insurance Agency
  Rocky Mount, VA
• 03/2025 → Present
  State Farm Vp Management Corp.
  Rocky Mount, VA
• 03/2025 → Present
  State Farm Investment Management Corp
  Rocky Mount, VA

Other Businesses

1) Jacob Lewis's Insurance Agency; Investment-related; 363 Franklin St Rocky Mount, VA 24151; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/1/2020; 80; 80; Service customers and supervise employees 2) FDL; investment-related; 1321 Third St SW Roanoke, VA 24016; Investment or Commercial Property; Partner; Vice President; 03/19/2018; 2; 0; Duties: Personally Held Real Estate 3) Jcli group LLC; investment; 3929 Delavan St Roanoke, VA 24018; Investment or Commercial Property; Owner; President; 10/5/2013; 5; 0; Duties: Personally Held Real Estate 4) H & L Holdings; investment-related; 3929 Delavan St Roanoke, VA 24018; Investment or Commercial Property; Owner; none; 11/1/2024; 5; 0; Duties: Personally Held Real Estate

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-28
• S63 Uniform Securities Agent State Law Examination
  2024-11-09

Other Names

• Jacob Lewis
• Jacob Christopher Lewis