Jason Farkas (CRD# 2999036) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wixom, MI and has over 26 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Vp Management Corp. | Wixom, MI | Jun 2021 - Current | 2 |
| Jason Farkas Insurance Agency | Wixom, MI | Jun 2021 - Current | 2 |
| State Farm Investment Management Corp. | Wixom, MI | Jun 2021 - Current | 2 |
| State Farm Investment Management Corp. | Lyon Township, MI | Aug 2018 - May 2021 | 2 |
| State Farm Vp Management Corp. | Lyon Township, MI | Jun 2016 - May 2021 | 4 |
| State Farm Insurance | Lyon Township, MI | Jun 2016 - May 2021 | 4 |
| State Farm Insurance | New Hudson, MI | Dec 2015 - Jun 2016 | < 1 |
| State Farm Vp Management Corp | New Hudson, MI | Dec 2015 - Jun 2016 | < 1 |
| State Farm Vp Management Corp | Bloomington, IN | Jun 2014 - Dec 2015 | 1 |
| State Farm Insurance | Bloomington, IN | Mar 2013 - Dec 2015 | 2 |
| State Farm Vp Management Corp | New Boston, MI | Mar 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1998 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- MI
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.