Jason J. Tarr
STATE FARM INVESTMENT MANAGEMENT
Poland, OH 44514
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CRD#: 3079712
Professional summary
Jason Joseph Tarr, CFP®, who also goes by Jason Joseph Tarr, Jason Tarr, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Poland, Ohio and STATE FARM VP MANAGEMENT CORP. located in Dunwoody, Georgia.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jason has worked at 7 firms and has passed the Series 63, Series 6TO, SIE, Series 7, Series 52 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Joseph Tarr | Jason Tarr
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Jason Tarr's Insurance Agency; Investment-related; 727 E Western Reserve Rd Suite C Poland, OH 44514; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/1/2024; 80; 80; Service customers and supervise employees 2) JSK Productions LLC; investment-related; 3225 Olde Winter Trl Poland OH 44514; other; owner; president; 03/01/2022; 10; 0; Theatrical production company producing musicals and plays mostly on a local level. 3) Youngstown Playhouse; non-investment-related; 600 Playhouse Lane Youngstown OH 44511; Membership/Civic/Fraternal Organization; Board Member; None; 08/19/2025; 4;0; A Community Theatre (non-profit)
CRS (Client Relationship Summary) - RIA
Click below to view Jason Joseph Tarr's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
May 25, 2024 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 727 E Western Reserve Rd Suite C, Poland, OH 44514RIA
CRD#: 3487
Poland, OH
Current
May 24, 2024 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 237 Perimeter Center Pkwy Ne, Dunwoody, GA 30346BD
CRD#: 43036
Dunwoody, GA
Past
July 20, 2021 - October 10, 2023
SANTANDER SECURITIES LLC
RIA
CRD#: 41791
Poland, OH
Past
July 19, 2021 - October 10, 2023
SANTANDER SECURITIES LLC
BD
CRD#: 41791
BOSTON, MA
Past
March 6, 2018 - May 18, 2021
KEY INVESTMENT SERVICES LLC
RIA
CRD#: 136300
BROOKLYN, OH
Past
March 5, 2018 - May 18, 2021
KEY INVESTMENT SERVICES LLC
BD
CRD#: 136300
BROOKLYN, OH
Past
November 7, 2017 - March 6, 2018
CAPITAL ONE INVESTING, LLC
BD
CRD#: 45744
WILMINGTON, DE
Past
October 3, 2017 - March 6, 2018
CAPITAL ONE ADVISORS, LLC
RIA
CRD#: 136865
Wilmington, DE
Past
July 28, 1998 - October 28, 1998
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Ohio(5/25/2024)
IAR
Ohio(5/25/2024)
RR
Pennsylvania(12/17/2024)
IAR
Pennsylvania(12/17/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 5/24/2024
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
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Contact information
Main Address
One State Farm Plaza B-2, Bloomington, IL 61710-0001
Mailing Address
Phone number
(800) 447-0740
Established
Delaware since 12/09/1966
Firm type
Corporation
Fiscal year end
November
# of Employees
150
SEC notice filing (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | OWNER | |
| CHEVALIER, JEREL SAM | ASSISTANT SECRETARY-TREASURER | 2209892 |
| GRIMES, DAVID ROY | VICE PRESIDENT & SECRETARY | 1432710 |
| GRIZZLE, DAVID RAY | ASSISTANT SECRETARY/TREASURER | 4084087 |
| HORTON, STEPHEN LOWELL | ASSISTANT SECRETARY | 3124493 |
| JAYNES, DONALD ONEIL | ASSISTANT SECRETARY | 3124497 |
| JOSLIN, ROGER SCOTT | DIRECTOR, VICE PRESIDENT & TREASURER | 262350 |
| KILLIAN, JOHN JOSEPH | DIRECTOR | 2614915 |
| MOORE, DAVID MICHAEL | ASSISTANT SECRETARY | 2876793 |
| MOSER, KURT GEORGE | DIRECTOR & SENIOR VICE PRESIDENT | 2065254 |
| RUST, EDWARD BARRY JR | DIRECTOR AND PRESIDENT | 1450795 |
| THOMAS, HOWARD ANDREW | ASSISTANT SECRETARY-TREASURER | 3150520 |
| TIPSORD, MICHAEL LEON | ASSISTANT SECRETARY | 1943922 |
| TROSINO, VINCENT JOSEPH | DIRECTOR | 1780681 |
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 11,294,815,444 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
