RBC Capital Markets
46yrs
Top advisor by experience in Lufkin
28yrs
Jay Wayne Jackson
Financial advisor at State Farm Investment Management
At a glance
Experience28 years (since 1998)
How that compares ?Top 4% by experience at State Farm Investment Management
Office1605 S. Chestnut Drive, Lufkin, TX 75901
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2020 – nowState Farm Investment Management Corp.Current firm
Questions to ask Jay
Tailored to Jay’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jay
How do I contact Jay?
Call State Farm Investment Management at 800-447-0740 and ask for Jay Wayne Jackson. Jay works from the Lufkin, TX office.
How long has Jay been a financial advisor?
Jay has been in the industry since 1998, about 28 years. Top 4% by experience at State Farm Investment Management.
What licenses does Jay hold?
Series 63. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jay paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Jay for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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