Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Eberhart is a financial professional with State Farm Investment Management Corp. Jason Eberhart holds Series 63, 65 and 6TO licenses and the SIE. Jason Eberhart has been in the financial services industry since December 2018. Jason Eberhart is registered with the state of Pennsylvania and is part of the State Farm Investment Management Corp. branch office in Jersey Shore, Pennsylvania. Jason Eberhart is also a licensed insurance agent with Jason Eberhart's Insurance Agency.
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.
1
2
PA
01/01/2019 - Present
State Farm Investment Management Corp. (Jersey Shore PA)
BC
Issued 04/05/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/28/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/20/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jason Eberhart is the right advisor for you? Invested Better is here to help.
