Jason Frantz (CRD# 4607161) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clinton, IL and has over 12 years of experience in the finance industry.
CRD# 7074382
Three Sixty Wealth Management, LLC
CRD# 5638945
Ameriprise Financial Services, LLC
CRD# 6241596
Ipi Wealth Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Clinton, IL | Aug 2018 - Current | 5 |
| Jason Frantz Insurance Agency | Clinton, IL | Oct 2012 - Current | 11 |
| State Farm Vp Management Corp. | Clinton, IL | Oct 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2012 |
- IL
- IN
- MO
-
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
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