JA
Jason D. Adcock
STATE FARM INVESTMENT MANAGEMENT
Hillsdale, MI 49242
Some features on this profile are disabled
CRD#: 7414419
JA
Professional summary
Jason Daniel Adcock is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Hillsdale, Michigan and STATE FARM VP MANAGEMENT CORP. located in Wyoming, Michigan.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Jason has worked at 2 firms and has passed the Series 63, Series 6TO and SIE 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) Jason Adcock's Insurance Agency; Insurance Agency; Investment-related; 32 S Howell St Hillsdale, MI 49242-1820; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 7/1/2019; 80; 80; Service customers and supervise employees 2) JDA Assets, LLC; investment related; 6601 King Rd Spring Arbor MI 49283; investment or commercial property; owner; owner; 11/01/2022; 1; 0; Control of the checkbook, Review bank statements, make deposits in the checking account, Pay bills/Co-Signor on checking account 3) RWA Ventures, LLC; non-investment related; 6601 King Rd Spring Arbor MI 49283; other; owner; owner; 11/01/2022; 1; 0; Control of the checkbook, Review bank statements, Make deposits in the checking account, Pay bills/Co-Signor on checking account, clerical, admin, this will be a holding company for my son to be able to do any 1099 work through as he gets older and possibly hold assets for him until he becomes of legal age 4) Child Abuse and Awareness Hillsdale County; Non-investment related; 20 Care Dr Suite C Hillsdale MI 49242; local foundation to help prevent child abuse; Board Member; None; 03/13/2023; 5; 0; assist with events the organization puts on and decide on what events to do through the course of the year to generate funds for educational programs for the community
CRS (Client Relationship Summary) - RIA
Click below to view Jason Daniel Adcock'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
June 12, 2023 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 8 W Carleton Rd, Hillsdale, MI 49242RIA
CRD#: 3487
Hillsdale, MI
Current
September 27, 2021 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 1428 44th St Sw Ste C, Wyoming, MI 49509BD
CRD#: 43036
Wyoming, 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
Indiana(11/17/2021)
IAR
Indiana(6/12/2023)
RR
Michigan(11/12/2021)
IAR
Michigan(6/14/2023)
RR
New York(7/19/2022)
IAR
New York(9/20/2024)
RR
Ohio(10/1/2021)
IAR
Ohio(6/12/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 9/24/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
Company Information
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487Hillsdale, MI 49242TRUST BUT VERIFY
Monitor Jason Adcock
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
