Best Investors
Account
Sign in
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-08 |
| NJ | RA | APPROVED | 2026-01-08 |
| OH | RA | APPROVED | 2026-01-08 |
| PA | RA | APPROVED | 2026-01-08 |
Branch Locations
999 N Loyalsock Ave Suite 3, Montoursville, PA 17754 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-06 |
Reach out to this advisor