Unclaimed
Jason Lamar Garey is a financial advisor with over 24 years of experience in the financial services industry. Jason Garey is currently registered with State Farm Investment Management Corp. in Illinois, Indiana, Iowa, and Missouri. Jason Garey is a Series 6, Series 63, and Series 65 licensed professional. Jason Garey also owns and operates a small insurance agency. Jason Garey is committed to providing his clients with comprehensive financial advice and helping them 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
IL
11/08/2022 - Present
State Farm Investment Management Corp. (Tremont IL)
IA
Issued 02/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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