Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Stefely is a financial professional with over 20 years of experience in the industry. Jason is currently registered with State Farm Investment Management Corp. and holds licenses in Arizona, California, Nevada, and Oregon. Jason has a diverse background, having previously worked at First Trust Portfolios L.P. Jason specializes in providing investment advice for individuals and investment companies. Jason has a strong commitment to providing personalized service and helping clients 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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CA
06/08/2020 - Present
State Farm Investment Management Corp. (CUPERTINO CA)
IL
06/14/2001 - 07/01/2002
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
BC
Issued 06/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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