Jason Bailey, financial advisor Brookfield MO

Jason Bailey

CRD Number: 7823417
Current Firm: State Farm Investment Management Corp.

Jason Bailey (CRD# 7823417) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Brookfield, MO and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
State Farm Vp Management Corp. Brookfield, MO Oct 2023 - Current < 1
State Farm Investment Management Corp Brookfield, MO Oct 2023 - Current < 1
Jason Bailey Insurance Agency Brookfield, MO Aug 2021 - Current 2
State Farm Insurance Trenton, MO Mar 2021 - Aug 2021 < 1
Hy-vee Food Store Eagan, MN Nov 2020 - Mar 2021 < 1
Hy-vee Food Store Oakdale, MN Nov 2018 - Nov 2020 2
Hy-vee Food Store Maryville, MO Jan 2017 - Nov 2018 1
Hy-vee Food Store Maryville, MO Oct 2016 - Jan 2017 < 1
Hy-vee Food Store Maryville, MO May 2016 - Oct 2016 < 1
Hy-vee Food Store Maryville, MO Mar 2015 - May 2016 1
Hy-vee Food Store Maryville, MO Jan 2015 - Mar 2015 < 1
Northwest Missouri State University Maryville, MO Aug 2013 - Dec 2014 1
Trenton Coca-cola Bottling Company Trenton, MO Apr 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2023
S65 NASAA Investment Advisors Law Examination Oct 2023
Contact Info for Jason Bailey
Phone Number: 800-447-0740
Registered State(s):
  • IA
  • KS
  • MO
  • NE
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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