Jason MatzkeCRD 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.
Trinity Fiduciary Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Robert W. Baird & Company Incorporated
|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|
Total Assets Under Management10,850MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$2,712,385,541
- 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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