Jason Reid
Jason Reid is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Mount Pleasant, TX, with 10 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
1801 W. Ferguson, Mount Pleasant, TX, 75455
Get directionsHistory
Regulatory History (1)
Criminal
March 1999Other Business ActivitiesSells Insurance
Jason is a board member/vice president for New Boston Independent School District, dedicating minimal time. He also owns Jason Reid's Insurance Agency as an agent for State Farm and its affiliates, taking about half of his time. Additionally, Jason owns personally held real estate.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations4 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.