Jason Matzke, financial advisor Weatherford TX

Jason Matzke

CRD Number: 5255264
Current Firm: State Farm Investment Management Corp.

Jason Matzke (CRD# 5255264) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Weatherford, TX and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Investment Management Corp. Weatherford, TX Aug 2018 - Current 4
State Farm Vp Management Corp Weatherford, TX Sep 2014 - Current 8
State Farm Insurance Weatherford, TX Sep 2014 - Current 8
Jason Matzke Insurance Agency Stillwater, OK Aug 2007 - Aug 2014 7
State Farm Vp Management Corp Stillwater, OK Nov 2006 - Aug 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2007
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Jason T. Matzke
Phone Number: 800-447-0740
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    10,850
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,712,385,541
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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