Jacob Andrew Moss
Investment adviser representative at State Farm Investment Management Corp.
10 yearsExperience
3 statesRegistered in
$12.9BFirm assets
54 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Jake Moss Insurance AgencyFeb 2025 to now
- State Farm Investment Management Corp.Aug 2024 to now
- State Farm Vp Management Corp.Mar 2023 to now
- State Farm InsuranceSep 2024 to Feb 2025
- Yvonne Salsbury Insurance AgencyDec 2023 to Sep 2024
- Callie Wise Insurance AgencyMay 2021 to Dec 2023
- Dan Combs Insurance AgencyMar 2021 to May 2021
- Alliant Health PlansMay 2020 to Mar 2021
- Daily Citizen NewspaperFeb 2020 to May 2020
- Edd Kirby ChvroletAug 2019 to Feb 2020
- Victra Verizon WirelessJul 2018 to Aug 2019
- Fuji Japanese SteakhouseApr 2016 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (GA, SC, TN).
State Farm Investment Management Corp.
$12.9BAssets managed
3,575Clients
7,123Advisers
54 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7700520
- Firm CRD
- 3487