Jason Wade, financial advisor Salem IN

Jason Wade

CRD Number: 6202270
Current Firm: State Farm Investment Management Corp.

Jason Wade (CRD# 6202270) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Salem, IN and has over 10 years of experience in the finance industry.

Similar Advisors
Scott Aldridge, financial advisor Salem IN
Scott J. Aldridge
CRD# 1753788
Edward Jones
Similar Advisors
James Allen, financial advisor Salem IN
James R. Allen
CRD# 1014622
Robert W. Baird & Company Incorporated
Similar Advisors
Brittany Ammerman, financial advisor Salem IN
Brittany S. Ammerman
CRD# 5765502
Private Client Services, LLC
Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Salem, IN Feb 2024 - Current < 1
State Farm Investment Management Corp Bloomington, IN Feb 2024 - Current < 1
Jason Wade Insurance Agency Bloomington, IN Nov 2019 - Current 4
State Farm Vp Management Corp. Bloomington, IN Nov 2019 - Current 4
State Farm Vp Management Corp. Salem, IN Jan 2014 - Current 10
Jason Wade Insurance Agency Salem, IN Jan 2014 - Current 10
State Farm Investment Management Corp. Salem, IN Dec 2018 - Jun 2019 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
Contact Info for Jason E. Wade
Phone Number: 800-447-0740
Registered State(s):
  • IN
  • KY
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.