Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Wagner is a registered investment advisor representative with State Farm Investment Management Corp. Jason has been in the financial services industry for 18 years. Jason holds a Series 6 and Series 63 license. Jason is a registered investment advisor representative in Indiana. Jason has experience working with investment companies. Jason has had previous employment experience with Jason Wagner Insurance Agency and State Farm VP Management Corp.
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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IN
11/13/2019 - Present
State Farm Investment Management Corp. (Crawfordsville IN)
BC
Issued 11/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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