Unclaimed
Jason Bartlett has been a registered securities professional since 2015. Jason is currently a representative for State Farm VP Management Corp. Jason holds FINRA Series 6, 26, 51, 63, and SIE licenses. Jason has held previous roles at Allstate Financial Services, LLC. Jason is licensed in Pennsylvania, New Jersey, and New York.
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.
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.
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NJ
06/01/2021 - Present
State Farm VP Management Corp. (UPR MONTCLAIR NJ)
NY
02/12/2015 - 02/13/2020
ALLSTATE FINANCIAL SERVICES, LLC (SUFFERN NY)
BC
Issued 11/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/30/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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