Jason Stephen Reid

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

• 11/2015 → Present
  Jason Reid Insurance Agency
  Mount Pleasant, TX
• 11/2015 → Present
  State Farm Vp Management Corp.
  Mount Pleasant, TX
• 10/2023 → Present
  State Farm Investment Management Corp
  Mount Pleasant, TX

Other Businesses

1) New Boston Independent School District Board of Trustees; 201 Rice St. New Boston, Tx 90327-1234; Education; Board Member/Vice President; 07/17/2023; 5hr; Role change from assistant Secretary to Vice President. If president is absent for the meeting I run the meeting. No other duties or changes to my responsibilities. 2) Jason Reid's Insurance Agency; Investment-related; 1801 W Ferguson Rd Mt Pleasant, TX 75455-2921; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/2015; 80; 80; Service customers and supervise employees 3) Jason Reid - Property 1 (Personally Held Real Estate); investment-related; 605 N. McCoy Blvd New Boston, TX 75570; Investment or Commercial Property; Owner; none; 03/10/2010E; 1; 0; Duties: Personally Held Real Estate

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-07-31

Designations

• Chartered Financial Consultant