Jacob Spence (CRD# 7535293) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Shelbyville, TN and has 1 year of experience in the finance industry.
CRD# 6489973
State Farm Investment Management Corp.
CRD# 1068925
Financial Management Advisors, Inc.
CRD# 5299395
Financial Management Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jacob Spence Insurance Agency | Shelbyville, TN | Jan 2023 - Current | 1 |
| State Farm Investment Management Corp | Shelbyville, TN | Jan 2023 - Current | 1 |
| State Farm Vp Managment Corp | Shelbyville, TN | Jan 2023 - Current | 1 |
| Brandon Jones Insurance Agency | Jackson, TN | Dec 2018 - Jul 2023 | 4 |
| State Farm Investment Management Corp | Henderson, TN | Sep 2022 - Jan 2023 | < 1 |
| State Farm Vp Managment Corp | Henderson, TN | Aug 2022 - Jan 2023 | < 1 |
| State Farm Insurance | Henderson, TN | Aug 2022 - Jan 2023 | < 1 |
| State Farm Vp Managment Corp | Jackson, TN | Apr 2022 - Aug 2022 | < 1 |
| Darrell Kimbel Insurance Agency | Jackson, TN | Dec 2018 - Aug 2022 | 3 |
| Andrew Baudino Insurance Agency | Antioch, TN | Aug 2018 - Dec 2018 | < 1 |
| Furniture Warehouse | Nashville, TN | Jul 2018 - Aug 2018 | < 1 |
| Freed Hardeman University | Henderson, TN | Aug 2014 - May 2018 | 3 |
| Perry County High School | Linden, TN | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
| S63 | Uniform Securities State Law Examination | May 2022 |
- AL
- TN
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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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