Jason Dempsey, financial advisor Addison TX
96 score

Jason Dempsey

CRD Number: 4453498
Current Firm: Usaa Financial Planning Services

Jason Dempsey (CRD# 4453498) is an Investment Advisor Representative working at Usaa Financial Planning Services in Addison, TX and has over 15 years of experience in the finance industry. Jason Dempsey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Usaa Financial Planning Services, Inc. Addison, TX Mar 2013 - Current 3
Usaa Financial Advisors, Inc. Addison, TX Jan 2007 - Current 9
Usaa Investment Management Company San Antonio, TX Aug 2012 - Mar 2013 < 1
Usaa Life Insurance Company San Antonio, TX Aug 2012 - Mar 2013 < 1
Usaa Financial Planning Services San Antonio, TX Jan 2007 - Aug 2012 5
Colman Insurance Services St. Joseph, MO Aug 2006 - Jan 2007 < 1
Berthel Fisher & Company Financial Services, Inc. St Joseph, MO Sep 2001 - Aug 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2001
Contact Info for Jason W. Dempsey
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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