Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Cortez is a financial professional with over 11 years of experience in the financial services industry. Jason has been registered with the state of California since December 2011 and also holds a Series 6 and Series 63 license. Jason works with clients at State Farm Investment Management Corp. Jason is a financial professional with a focus on investment planning and has a strong track record of helping clients achieve their financial goals. Jason's commitment to providing personalized service and expert guidance has earned him the trust and confidence of his clients.
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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CA
08/01/2023 - Present
State Farm Investment Management Corp. (San Dimas CA)
BC
Issued 10/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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