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Jake Sulzer Insurance And Financial Services INC

Based on public information · Profile not yet claimed

Exclusive / Captive Agent — State Farm

Offices: Portsmouth · Ohio
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Jake Sulzer Insurance And Financial Services INC is an exclusive / captive agency for State Farm licensed in Portsmouth, OH. Lines listed: Auto, Home, Renters, Life, Business, Financial Services. Founding or history: Jake Sulzer began serving State Farm customers nearly a decade ago. Public information is not yet enough for an Agency Match assessment. 7 publicly sourced facts with links.

How we determined the info on this profile
  • License record: taken from the state license roster.
  • Offices: based on offices listed on the agency's website. More than one office can count toward the Looking to Buy score.
  • Lines of business: based on text on the agency's website. They can count toward the Strategic Partnership score.
  • Leadership: based on text on the agency's website. It can count toward the Mentorship & Peer Connection score.
  • Carrier partnerships: based on carriers named on the agency's website.
  • Looking to Buy: not scored for this agency.
  • Open to Selling: not enough public facts for a score.
  • Mentorship & Peer Connections: not enough public facts for a score.
  • Business Partnerships: not scored for this agency.

Research

Some research

Geography

1 documented offices

Ownership events

None documented

Ownership

Not confirmed

Agency Match assessments

Agency Match uses public information and a proprietary scoring model to identify possible business opportunities. Ratings indicate potential, not confirmed interest, unless explicitly noted.

Looking to Buy

Not assessed

Public signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.

Exclusive-carrier agency: the carrier governs ownership and appointments, so this is not assessed.

Open to Selling

Acquisition Research Fit

Insufficient Evidence

No Acquisition Research Fit rating. Years in operation alone, or size alone, is not a rating.

Confidence: low. Separate from the rating.

Not on file: Owner tenure is not established; Years in operation are not established; No internal succession document; Confirmed sale interest is unknown.

Confirmed sale interest: Unknown

Mentorship & Peer Connections

Insufficient Evidence

Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.

Why: Not enough public information for this assessment.

What this rating was based on (0 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

No factor in this rubric was found in public information.

    Total: 0 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

    Confidence (separate from the rating): not given without a rating · 0 facts from 0 websites.

    Not known publicly: Whether the principals want to mentor or be mentored.

    Business Partnerships

    Not assessed

    Public signs the agency would complement others: niche specialties, referral or partner relationships, broad carrier access, both personal and commercial lines, and regional reach.

    Exclusive-carrier agency: the carrier governs ownership and appointments, so this is not assessed.

    Record & channel

    License recordPublicly sourced

    Ohio resident business-entity license (NPN 18977706), licensed at Portsmouth, OH

    gateway.insurance.ohio.gov
    ChannelPublicly sourced

    Exclusive / Captive Agent — State Farm

    “State Farm Insurance Agent Jake Sulzer Skip to content FINRA's BrokerCheck Back *]:w-f”
    jakesulzer.com
    OwnershipUnknown

    Not confirmed. Names on a website or license are not treated as proof of who owns the agency.

    Website: jakesulzer.com

    Locations & footprint

    Portsmouth, Ohio

    Operating office

    PublishedBrowse city

    Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.

    Highlights

    Auto, Home, Renters, Life, Business, Financial ServicesFounding: Jake Sulzer began serving State Farm customers nearly a decade ago

    People & affiliations

    Jake Sulzer, State Farm Insurance AgentPublished

    State Farm® Insurance Agent - Portsmouth, OH Jake Sulzer J Sulzer Ins and Fin Svcs Inc ChFC® Chartered Financial Consultant

    Names & entities

    JAKE SULZER INSURANCE AND FINANCIAL SERVICES INCRecord

    Legal name on license record

    Facts from published sources (7 verified)

    Carrier channelPublicly sourced

    State Farm

    “State Farm Insurance Agent Jake Sulzer Skip to content FINRA's BrokerCheck Back *]:w-f”
    jakesulzer.com
    Office locationPublicly sourced

    601 Chillicothe Street Portsmouth, OH 45662-4023

    “601 Chillicothe Street Portsmouth, OH 45662-4023 Across the street from the Masonic Temple building on Chillicothe Street in Portsmouth Ohio.”
    jakesulzer.com
    LeadershipPublicly sourced

    Jake Sulzer, State Farm Insurance Agent

    “State Farm® Insurance Agent - Portsmouth, OH Jake Sulzer J Sulzer Ins and Fin Svcs Inc ChFC® Chartered Financial Consultant”
    jakesulzer.com
    CarrierPublicly sourced

    State Farm Insurance Agent

    “State Farm® Insurance Agent - Portsmouth, OH Jake Sulzer”
    jakesulzer.com
    Line of businessPublicly sourced

    Auto, Home, Renters, Life, Business, Financial Services

    “We're proud to help individuals, families, and business owners with Auto Insurance, Home Insurance, Renters Insurance, Condo Insurance, Life Insurance, Business Insurance, and financial services.”
    jakesulzer.com
    Market servedPublicly sourced

    Portsmouth, OH and surrounding areas

    “We're proud to serve customers throughout Portsmouth, Wheelersburg, New Boston, Minford, Lucasville, Franklin Furnace, West Portsmouth, South Webster, Ironton, Jackson, Waverly, Piketon, and surrounding areas.”
    jakesulzer.com
    FoundingPublicly sourced

    Jake Sulzer began serving State Farm customers nearly a decade ago

    “I have proudly served State Farm customers for nearly a decade, and in 2023 I earned my ChFC® designation to provide even greater guidance for customers preparing for both everyday risks and their financial future.”
    jakesulzer.com