Jonathan Lasater (CRD# 2523883) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kingsford, MI and has over 22 years of experience in the finance industry.
CRD# 5507023
Thrivent Investment Management Inc.
CRD# 6849554
Lpl Financial LLC
CRD# 2064371
Brookstone Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Kingsford, MI | Nov 2018 - Current | 5 |
| Jon Lasater Insurance Agency | Kingsford, MI | Nov 2016 - Current | 7 |
| State Farm Vp Management Corp. | Kingsford, MI | Nov 2016 - Current | 7 |
| State Farm Insurance | Norway, MI | Nov 2014 - Nov 2016 | 2 |
| State Farm Vp Management Corp. | Norway, MI | Nov 2014 - Nov 2016 | 2 |
| Frito Lay | Kingsford, MI | Mar 2004 - Oct 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2002 |
| S63 | Uniform Securities State Law Examination | Dec 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
- MI
- WI
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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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