Jason E. Gross
Professional summary
Jason Edward Gross, who also goes by Jason E Gross, Jason Edward Gross, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Texarkana, Texas and STATE FARM VP MANAGEMENT CORP. located in Richardson, Texas.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jason has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jason Edward Gross's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 11, 2025 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 3306 Richmond Rd, Texarkana, TX 75503-0703September 12, 2025 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 1415 State Street, Richardson, TX 75082October 16, 2023 - November 7, 2024
LPL FINANCIAL LLC
October 8, 2023 - October 18, 2023
INTRUA FINANCIAL
September 29, 2023 - November 7, 2024
LPL FINANCIAL LLC
July 21, 2017 - September 29, 2023
LION STREET ADVISORS, LLC
July 21, 2017 - September 29, 2023
LION STREET FINANCIAL, LLC
January 30, 2014 - July 25, 2017
WOODBURY FINANCIAL SERVICES, INC.
August 4, 2008 - July 25, 2017
WOODBURY FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/20/2025)
(8/11/2025)
(9/15/2025)
Exams
FINRA
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
Contact information
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
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