Jason DempseyCRD 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.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
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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