JR
Jason S. Reid
STATE FARM INVESTMENT MANAGEMENT
Mount Pleasant, TX 75455
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CRD#: 6485291
JR
Professional summary
Jason Stephen Reid is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Mount Pleasant, 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 2015. 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) New Boston Independent School District Board of Trustees; 201 Rice St. New Boston, Tx 90327-1234; Education; Board Member/Vice President; 07/17/2023; 5hr; Role change from assistant Secretary to Vice President. If president is absent for the meeting I run the meeting. No other duties or changes to my responsibilities. 2) Jason Reid's Insurance Agency; Insurance Agency; Investment-related; 1801 W Ferguson Rd Mt Pleasant, TX 75455-2921; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/2015; 80; 80; Service customers and supervise employees 3) Jason Reid - Property 1 (Personally Held Real Estate); investment-related; 605 N. McCoy Blvd New Boston, TX 75570; Investment or Commercial Property; Owner; none; 03/10/2010E; 1; 0; Duties: Personally Held Real Estate
CRS (Client Relationship Summary) - RIA
Click below to view Jason Stephen Reid'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
October 26, 2023 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 1801 W. Ferguson, Mount Pleasant, TX 75455RIA
CRD#: 3487
Mount Pleasant, TX
Current
June 19, 2015 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 1415 State Street, Richardson, TX 75082BD
CRD#: 43036
Richardson, TX
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
Arkansas(1/21/2020)
IAR
Arkansas(12/8/2023)
RR
Louisiana(8/18/2020)
IAR
Louisiana(10/27/2023)
RR
Oklahoma(8/13/2020)
IAR
Oklahoma(10/30/2023)
RR
Texas(8/3/2015)
IAR
Texas(10/26/2023)
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
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Company Information
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487Mount Pleasant, TX 75455TRUST BUT VERIFY
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