Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Templeton is a financial professional with over 9 years of experience in the financial services industry. Jason is a registered representative of State Farm Investment Management Corp. Jason is also an investment advisor representative of State Farm Investment Management Corp. Jason offers a range of financial services, including investment advisory, insurance, and real estate. Jason has a strong commitment to providing personalized service to his clients. Jason holds the Series 6, SIE, and Series 63 licenses. Jason is a Chartered Financial Consultant.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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GA
02/13/2023 - Present
State Farm Investment Management Corp. (CARROLLTON GA)
BC
Issued 03/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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