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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-01-08
NJ RA APPROVED 2026-01-08
OH RA APPROVED 2026-01-08
PA RA APPROVED 2026-01-08
  • MD RA
    APPROVED
    Since 2026-01-08
  • NJ RA
    APPROVED
    Since 2026-01-08
  • OH RA
    APPROVED
    Since 2026-01-08
  • PA RA
    APPROVED
    Since 2026-01-08

Branch Locations

999 N Loyalsock Ave Suite 3, Montoursville, PA 17754 • United States

1481 Montour Blvd, Danville, PA 17821 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ac Cruz Insurance Agency Williamsport PA 09/2013 04/2017
State Farm Insurance Montoursville PA 04/2017 08/2017
Chad Jacobson Insurance Agency Danville PA 09/2017 08/2025
State Farm Vp Management Corp. Danville PA 06/2018 08/2025
Chad Jacobson Insurance Agency Danville PA 09/2017 Present
Chad Jacobson Insurance Agency Montoursville PA 09/2017 Present
State Farm Investment Management Corp Montoursville PA 01/2025 Present
State Farm Investment Management Corp Danville PA 01/2026 Present
State Farm Vp Management Corp Danville PA 01/2026 Present
State Farm Vp Management Corp Montoursville PA 01/2026 Present
  • 09/2013 → 04/2017
    Ac Cruz Insurance Agency
    Williamsport, PA
  • 04/2017 → 08/2017
    State Farm Insurance
    Montoursville, PA
  • 09/2017 → 08/2025
    Chad Jacobson Insurance Agency
    Danville, PA
  • 06/2018 → 08/2025
    State Farm Vp Management Corp.
    Danville, PA
  • 09/2017 → Present
    Chad Jacobson Insurance Agency
    Danville, PA
  • 09/2017 → Present
    Chad Jacobson Insurance Agency
    Montoursville, PA
  • 01/2025 → Present
    Montoursville, PA
  • 01/2026 → Present
    Danville, PA
  • 01/2026 → Present
    State Farm Vp Management Corp
    Danville, PA
  • 01/2026 → Present
    State Farm Vp Management Corp
    Montoursville, PA
Other Businesses

1) COUSIN BENNYS LLC; NOT-INVESTMENT RELATED; 524 MONTOUR STREET, MONTOURSVILLE, PA 17754; Vendor; 50%PARTNER WITH COUSIN, WHO HAS NO AFFILIATION WITH STATE FARM; ESTABLISHED 7/10/2016; SELL ITALIAN ICE AT LOCAL EVENTS AND FAIRS; 10-HOURS PER MONTH DEVOTED; ZERO DURING TRADING HOURS. 2) Chad Jacobson Insurance Agency; Investment-related; 1481 Montour Blvd Danville, PA 17821; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; 9/1/2017; 80; 80; Service customers and supervise employees 3) The Jaco Group; investment; 1310 Fairview Dr Montoursville, PA 17821; Investment or Commercial Property; Owner; none; 6/20/2020; 1; 0; Duties: Personally Held Real Estate

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-29
S63 Uniform Securities Agent State Law Examination 2016-05-06
  • S65 Uniform Investment Adviser Law Examination
    2025-12-29
  • S63 Uniform Securities Agent State Law Examination
    2016-05-06

View on SEC IAPD

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