Jason Okrzesik is a registered investment advisor, based in Lake Zurich, IL, with 1 years of industry experience.
Location
33 E Main St, Lake Zurich, IL, 60047
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is an intern at State Farm, providing services to customers. This takes about half of his time.
Employment History
Current Registrations
State Farm Vp Management CORP.
March 2025 - Present · 1 yr 2 mos
State Farm Vp Management CORP.Broker
March 2025 - Present · 1 yr 2 mos
State Farm Investment Management CORP.
February 2025 - Present · 1 yr 3 mos
State Registrations2 states
ILWI
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.