Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Tarr is a financial professional with over 10 years of experience in the financial services industry. Jason has worked with several firms, including Key Investment Services LLC, Capital One Investing, LLC, and Santander Securities LLC. Currently, Jason is registered with State Farm Investment Management Corp. as a Registered Representative, with a specialization in investment company products and variable contracts. He also has experience in general securities and municipal securities. In addition to his work with State Farm Investment Management Corp., Jason also manages his own insurance agency, Jason Tarr's Insurance Agency. Jason is dedicated to providing his clients with the financial guidance they need to achieve their financial goals.
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
OH
12/17/2024 - Present
State Farm Investment Management Corp. (Poland OH)
MA
07/19/2021 - 10/10/2023
SANTANDER SECURITIES LLC (BOSTON MA)
OH
03/05/2018 - 05/18/2021
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
DE
11/07/2017 - 03/06/2018
CAPITAL ONE INVESTING, LLC (WILMINGTON DE)
MI
07/28/1998 - 10/28/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 11/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2018
Series 24 - General Securities Principal Examination
BC
Issued 05/24/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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