Jason Travis Pate

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2002 → Present
  State Farm Vp Management Corp.
  Valdosta, GA
• 01/2003 → Present
  Jason Travis Pate Insurance Agency
  Valdosta, GA
• 12/2020 → 02/2022
  Jason Travis Pate Insurance Agency
  Quitman, GA
• 12/2020 → 02/2022
  State Farm Vp Management Corp.
  Quitman, GA
• 05/2025 → Present
  State Farm Investment Management Corp
  Valdosta, GA

Other Businesses

1) TJM TRUCKING INC; NOT INVESTMENT RELATED; 2292 S. FLETCHER STREET, FERNANDINA BEACH FL 32034; OTHER - S-CORP. INDEPENDENT CONTRACTOR WITH FED EX FOR DELIVERIES; 33% PARTNER; 09/01/2017; NO DUTIES; 2-HOURS PER MONTH DEVOTED; ZERO DURING TRADING HOURS. 2) Ptd Holdings, Llc; non-investment; 2310 N Patterson St Bldg G, Valdosta, GA 31602; Other - Real estate holding company; partner; 8/20/2021; 0; 0; none. 3) JTTW Trucking, Inc; non-investment; 2410 Briarwood Dr, Valdosta, GA 31602; Longhaul trucking contractor with FedEx Ground; partner; 3/9/2022; 1; 0; My role will be passive in the entity. 4) Jason Pate's Insurance Agency; Insurance Agency; Investment-related; 2310 N Patterson St Bldg G Valdosta, GA 31602-2500; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2002; 80; 80; Service customers and supervise employees. 5) Manna Investment Properties, LLC; investment related; 4600 Hickory Creek Cir Valdosta GA 31602; Building new homes for sale or rental; Owner and President; 06/03/2024; 4;0; Meet with contractor on home plans as needed.; Lending and borrowing activities, control of the checkbook, review bank statements pay bills and co signor on the checking account. 6) LaGrange Heritage Senior Living; Investment Related; 250 Hills and Dales Farm Rd Lagrange, GA 30240; Investment or Commercial Property; Owner; None; 01/23/2025; 0; 0; Investment Partner

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-09-11

Designations

• Chartered Financial Consultant

Other Names

• Jason Travis Pate