Jacob Shockley, financial advisor Bonham TX

Jacob Shockley

CRD Number: 5327468
Current Firm: State Farm Investment Management Corp.

Jacob Shockley (CRD# 5327468) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bonham, TX and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Investment Management Corp Denison, TX Apr 2023 - Current 1
State Farm Vp Management Corp Denison, TX Apr 2023 - Current 1
Jake Shockley Insurance Agency Denison, TX Apr 2023 - Current 1
State Farm Vp Management Corp Bonham, TX Oct 2020 - Current 3
State Farm Investment Management Corp Bonham, TX Oct 2020 - Current 3
Jake Shockley Insurance Agency Bonham, TX Jan 2020 - Current 4
State Farm Insurance Bonham, TX Oct 2020 - Dec 2020 < 1
State Farm Investment Management Corp Ennis, TX Aug 2019 - Sep 2020 1
State Farm Vp Management Corp Ennis, TX Aug 2019 - Sep 2020 1
State Farm Insurance Ennis, TX Aug 2019 - Sep 2020 1
State Farm Investment Management Corp Palmer, TX Aug 2018 - Aug 2019 1
State Farm Insurance Palmer, TX Jan 2016 - Aug 2019 3
State Farm Vp Management Corp Palmer, TX Jan 2016 - Aug 2019 3
State Farm V.p. Management Corp. Waco, TX May 2013 - Jan 2016 2
State Farm Insurance Waco, TX May 2013 - Jan 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S65 NASAA Investment Advisors Law Examination Oct 2018
Contact Info for Jacob R. Shockley
Phone Number: 800-447-0740
Registered State(s):
  • AR
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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