Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Cox is an Investment Adviser Representative and a Registered Representative with State Farm Investment Management Corp. based in Bluffton, OH. Jason is a financial professional licensed to provide investment advice in Ohio. Jason has been in the financial industry for over 10 years, beginning their career at Mennonite Home Communities of Ohio. Jason is currently also an insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates. Jason specializes in portfolio management for individuals and investment companies.
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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OH
04/18/2024 - Present
State Farm Investment Management Corp. (Bluffton OH)
IA
Issued 04/18/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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