Jason Cortez (CRD# 5978242) is an Investment Advisor Representative working at State Farm Investment Management Corp. in San Dimas, CA and has over 12 years of experience in the finance industry.
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1527744
Transamerica Financial Advisors, Inc.
CRD# 4609130
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | San Dimas, CA | Jul 2023 - Current | < 1 |
| State Farm Vp Management Corp | San Dimas, CA | May 2017 - Current | 7 |
| Jason Cortez Insurance Agency | San Dimas, CA | May 2017 - Current | 7 |
| State Farm Investment Management Corp | San Dimas, CA | Oct 2018 - Jul 2019 | < 1 |
| State Farm Vp Management Corp | Pomona, CA | May 2012 - May 2017 | 5 |
| Jason Cortez Insurance Agency | Pomona, CA | May 2012 - May 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2011 |
- AZ
- CA
- NV
-
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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