Jacob Richard Ottoson

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

• 09/2019 → Present
  Jake Ottoson Insurance Agency
  Chamblee, GA
• 04/2019 → 09/2019
  State Farm Insurance
  Dunwoody, GA
• 04/2016 → 04/2019
  State Farm Insurance
  Dunwoody, GA
• 08/2020 → Present
  State Farm Vp Management Corp
  Chamblee, GA
• 07/2021 → Present
  State Farm Investment Management Corp
  Chamblee, GA
• 04/2025 → Present
  Jake Ottoson Insurance Agency
  Suwanee, GA
• 04/2025 → Present
  State Farm Investment Management Corp
  Suwanee, GA
• 04/2025 → Present
  State Farm Vp Management Corp
  Suwanee, GA

Other Businesses

1) Jake Ottoson's Insurance Agency; Insurance Agency; Investment-related; 3700 Longview Dr. Ste 200 Chamblee, GA 30341-2200 and 1325 Satellite Blvd NW Ste 204 Suwanee, GA 30024-5050; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 9/1/2019; 80; 80; Service customers and supervise employees

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-01-02

Designations

• Chartered Financial Consultant

Other Names

• Jake Ottoson