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Jason Wayne Dempsey

Usaa Investment Services Company

Plano, TX

Plano, TX

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Current Employers
Usaa Investment Services Company

9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-18
  • TX RA
    APPROVED
    Since 2024-10-18

Branch Locations

Plano, TX • United States

7300 Parkwood Blvd. Building A, 3Rd Floor, Plano, TX 75024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Planning Services, Inc. Addison TX 03/2013 05/2020
Usaa Investment Management Company Addison TX 01/2018 05/2020
Charles Schwab And Co., Inc. Westlake TX 05/2020 05/2024
Charles Schwab Bank, Ssb Westlake TX 05/2020 05/2024
Usaa Life Insurance Company Plano TX 06/2024 Present
Usaa Investment Services Company Plano TX 09/2024 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-10-29
  • S66 Uniform Combined State Law Examination
    2001-10-29
Designations

View on SEC IAPD

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