Jason Wayne Dempsey

Employer firm

Usaa Investment Services Company CRD 5475

2,635 advisory clients

Reported services (Item 5G)

• Financial planning
• REFERRALS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → 05/2020
  Usaa Financial Planning Services, Inc.
  Addison, TX
• 01/2018 → 05/2020
  Usaa Investment Management Company
  Addison, TX
• 05/2020 → 05/2024
  Charles Schwab And Co., Inc.
  Westlake, TX
• 05/2020 → 05/2024
  Charles Schwab Bank, Ssb
  Westlake, TX
• 06/2024 → Present
  Usaa Life Insurance Company
  Plano, TX
• 09/2024 → Present
  Usaa Investment Services Company
  Plano, TX

Previous Registrations

• 2020-05-23 → 2024-05-25
  Charles Schwab & Co., Inc.
  Westlake, TX
  San Antonio, TX
  Westlake, TX
  Denver, CO
• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
  Addison, TX
• 2013-03-11 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
  San Antonio, TX
  Addison, TX
• 2012-09-06 → 2013-03-11
  Usaa Investment Services Company
  San Antonio, TX
• 2007-02-06 → 2012-09-17
  Usaa Financial Planning Services
  San Antonio, TX
  Colo Spgs, CO
  Phoenix, AZ
• 2002-07-25 → 2006-08-23
  Berthel, Fisher & Company Financial Services, Inc.
  St Joseph, MO
  Cedar Rapids, IA
  St. Joseph, MO
  St. Joseph, MO

Exams

• S66 Uniform Combined State Law Examination
  2001-10-29

Designations

• Certified Financial Planner