Jeffrey Wurn (CRD# 4863985) is an Investment Advisor Representative working at Usaa Investment Services Company in San Antonio, TX and has over 19 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Usaa Investment Services Company | San Antonio, TX | Nov 2015 - Current | 8 |
| United Services Automobile Association | San Antonio, TX | Nov 2015 - Current | 8 |
| Usaa Financial Advisors, Inc. | San Antonio, TX | Sep 2007 - Jun 2020 | 12 |
| Usaa Financial Planning Services | San Antonio, TX | Apr 2013 - Nov 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2004 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2007 |
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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