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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 2015-12-16
  • TX RA
    APPROVED
    Since 2015-12-16

Branch Locations

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

San Antonio, TX • 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 Advisors, Inc. San Antonio TX 09/2007 06/2020
Usaa Investment Services Company San Antonio TX 11/2015 Present
United Services Automobile Association San Antonio TX 11/2015 Present
  • 09/2007 → 06/2020
    Usaa Financial Advisors, Inc.
    San Antonio, TX
  • 11/2015 → Present
    San Antonio, TX
  • 11/2015 → Present
    United Services Automobile Association
    San Antonio, TX
Previous Registrations
  • 2013-04-12 → 2015-12-16
    Usaa Financial Planning Services
    San Antonio, TX
  • 2007-07-02 → 2013-04-16
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-06-28
S63 Uniform Securities Agent State Law Examination 2004-11-15
  • S65 Uniform Investment Adviser Law Examination
    2007-06-28
  • S63 Uniform Securities Agent State Law Examination
    2004-11-15
Other Names
  • Jeff Wurn

View on SEC IAPD

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