Jamie Lasiter (CRD# 4262850) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Nacogdoches, TX and has over 21 years of experience in the finance industry.
CRD# 6112979
11 Financial
CRD# 5973780
Holistic Planning, LLC
CRD# 2265413
Holistic Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Nacogdoches, TX | Jul 2023 - Current | < 1 |
| Jamie Fontenot Insurance Agency | Nacogdoches, TX | Dec 2004 - Current | 19 |
| State Farm Vp Management Corp | Nacodoches, TX | Jun 2003 - Current | 20 |
| State Farm Investment Management Corp | Nacogdoches, TX | Oct 2018 - Jun 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- TX
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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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