Jason Parker
Jason Parker is a registered investment advisor at State Farm Investment Management CORP., based in Olathe, KS, with 17 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.
Fee Estimator
Location
13095 S Mur Len Rd, Suite 180, Olathe, KS, 66062
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2020Other Business ActivitiesSells Insurance
Jason is involved with several LLCs related to investment and commercial property, acting as an independent contractor. He is also the owner and agent of Jason Parker's Insurance Agency, an insurance agency affiliated with State Farm, and a board member of the Olathe Medical Center Charitable Foundation and a director for the Olathe Chamber of Commerce.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
State Farm Vp Management CORP.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.