JT
Jason C. Templeton
STATE FARM INVESTMENT MANAGEMENT
CARROLLTON, GA 30117
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CRD#: 6292488
JT
Professional summary
Jason Carr Templeton is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Carrollton, Georgia and STATE FARM VP MANAGEMENT CORP. located in Carrollton, Georgia.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Jason has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) LUCKIE EQUITY LLC; INVESTMENT-RELATED; PO BOX 2533, CARROLLTON, GA,30112; INVESTMENT OR COMMERCIAL PROPERTY; 50% OWNER/TREASURER; 2/2/2010; 10 HR/MO; 5 HR/MO; CONTROL CHECKBOOK, REVIEW STATEMENTS, PAY BILLS, CHECK SIGNATORY AUTHORITY, REAL ESTATE BUYING DECISION. 2) Three Trades, LLC; investment-related; P O Box 2533, Carrollton, GA 30112; Investment or Commercial Property; Owner/President/33%; 09/23/2016; 10hr/mo. 0hr/mo.; no duties listed 3) Carrollton Real Estate, LLC; Investment-Related; 115 S Ole Hickory Trail, Carrollton, GA 30117; Investment or Commercial Property; Owner-50%; Real Estate Holding Firm; 10/31/2018; Partner in Real Estate; 10 HR/MO & 0 HR/MO. 4) Jason Templeton's Insurance Agency; Insurance Agency; Investment-related; 923 Bankhead Hwy Carrollton, GA 30117-1921; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 9/1/2014; 80; 80; Service customers and supervise employees 5) Six Trades, LLC; investment-related; 100 Wagon Yard Plaza Carrollton GA 30117; investment or commercial property; partner; partner; 08/23/2022; 10; 5; Buy commercial/residential property to fix up and sell or rent. None known at this time other than to potentially coordinate work at properties. 6) MonTonSon Development, LLC; investment -related; P.O. Box 2533, Carrollton, GA 30112; Investment or Commercial Property; Partner; 04/28/2023; 10;0; Review bank statements, control of checkbook. There are dual controls on account, 3 partners and 3 partners have to sign.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Carr Templeton'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®
NoneExperience
Current
February 10, 2023 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 923 Bankhead Hwy, Carrollton, GA 30117Office #2: 108 Stonebridge Blvd Ste. F, Bremen, GA 30110RIA
CRD#: 3487
CARROLLTON, GA
Current
February 24, 2014 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 923 Bankhead Hwy, Carrollton, GA 30117BD
CRD#: 43036
Carrollton, GA
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
Alabama(1/25/2016)
IAR
Alabama(2/10/2023)
RR
Georgia(3/3/2014)
IAR
Georgia(2/13/2023)
RR
Tennessee(6/12/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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.
