Unclaimed
Jason Reid is a financial advisor at State Farm Investment Management Corp. and is registered to provide investment advice in Arkansas, Louisiana, Oklahoma and Texas. Jason has been working in the financial industry since 2015. Jason holds the Series 6, SIE and Series 63 securities licenses. Jason also holds the Chartered Financial Consultant designation. In addition to working as a financial advisor, Jason is also involved in the community as a Board Member/Vice President for the New Boston Independent School District Board of Trustees and is the owner of Jason Reid'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.
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2
TX
10/26/2023 - Present
State Farm Investment Management Corp. (Mount Pleasant TX)
BC
Issued 07/31/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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