Jason Stefely (CRD# 4406311) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cupertino, CA and has over 22 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Vp Management Corp. | Cupertino, CA | Apr 2019 - Current | 5 |
| Jason Stefely Insurance Agency | Cupertino, CA | Apr 2019 - Current | 5 |
| State Farm Investment Management Corp. | Cupertino, CA | Apr 2019 - Current | 5 |
| Jason Stefely Insurance Agency | Eugene, OR | Sep 2004 - Mar 2019 | 14 |
| State Farm Vp Management Corp. | Eugene, OR | Sep 2004 - Mar 2019 | 14 |
| State Farm Investment Management Corp. | Eugene, OR | Jan 2010 - Mar 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2001 |
- AZ
- CA
- NV
- OR
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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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