Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Denais is a financial advisor who has been in the industry since 2006. Jason is currently registered as a Registered Representative and an Investment Advisor Representative with State Farm Investment Management Corp. Jason is also licensed in Louisiana and Texas. Jason has experience with a number of firms, including NYLIFE SECURITIES LLC, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Jason holds Series 6, Series 63, Series 65 and SIE licenses.
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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2
LA
09/15/2021 - Present
State Farm Investment Management Corp. (Opelousas LA)
LA
07/13/2006 - 07/19/2012
NYLIFE SECURITIES LLC (LAFAYETTE LA)
LA
06/05/2006 - 06/23/2006
METLIFE SECURITIES INC. (LAFAYETTE LA)
LA
06/05/2006 - 06/23/2006
METROPOLITAN LIFE INSURANCE COMPANY (LAFAYETTE LA)
IA
Issued 12/15/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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