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Jason Thomas Matzke

State Farm Investment Management Corp.

Granbury, TX

CRD 5255264

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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:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-05-20
  • TX RA
    APPROVED
    Since 2019-05-20

Branch Locations

Granbury, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
State Farm Vp Management Corp Weatherford TX 09/2014 Present
State Farm Insurance Weatherford TX 09/2014 Present
State Farm Investment Management Corp. Weatherford TX 08/2018 Present
  • 09/2014 → Present
    State Farm Vp Management Corp
    Weatherford, TX
  • 09/2014 → Present
    State Farm Insurance
    Weatherford, TX
  • 08/2018 → Present
    Weatherford, TX
Other Businesses

1) Double Rail Ranch, LLC; Investment Related; CR 119, Cisco, TX 76437; Investment or Commercial Property; Owner, Board Member, President; 3/31/2021; 16; 0; Investment - No Duties.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-20
S63 Uniform Securities Agent State Law Examination 2007-02-03
  • S65 Uniform Investment Adviser Law Examination
    2019-05-20
  • S63 Uniform Securities Agent State Law Examination
    2007-02-03
Other Names
  • Jason Matzke

View on SEC IAPD

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