Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Caples is a financial advisor with State Farm Investment Management Corp. in Middleburg Heights, Ohio. Jason has been in the industry since November 2005. Jason has passed the Securities Industry Essentials Exam and the Investment Company Products/Variable Contracts Representative Examination. Jason is also a Chartered Financial Consultant. Jason is registered with the state of Ohio, Florida and is an active Investment Advisor Representative. Jason works with 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.
1
2
OH
10/14/2022 - Present
State Farm Investment Management Corp. (Middleburg Heights OH)
OH
09/16/2005 - 07/05/2006
CHASE INVESTMENT SERVICES CORP. (MEDINA OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Caples is the right advisor for you? Invested Better is here to help.
