Jason Ward Mcconnell
Investment adviser representative at State Farm Investment Management Corp.
14 yearsExperience
1 stateRegistered in
ChFC®Designation
$12.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- State Farm Investment Management Corp.May 2026 to now
- State Farm Vp Management Corp.Dec 2025 to now
- Rusty England Insurance AgencyNov 2025 to now
- Jj Grantham Insurance AgencyJan 2025 to now
- Mark Musser Insurance AgencyJan 2025 to now
- Craftsmen ResourcesAug 2024 to Jan 2025
- J.P. Morgan Securities LLCFeb 2023 to May 2024
- JPMorgan Chase Bank, N.A.Feb 2023 to May 2024
- Nylife dba Financial Diagnostics GroupMar 2019 to Jan 2023
- New York Life InsuranceDec 2017 to Jan 2023
- Nylife Securities LLCDec 2017 to Jan 2023
- America's Car MartNov 2012 to Dec 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (OK).
State Farm Investment Management Corp.
$12.9BAssets managed
3,575Clients
7,123Advisers
54 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4551830
- Firm CRD
- 3487