Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Ronald Surya is a financial advisor with First Command Advisory Services, providing financial planning and portfolio management services to individuals, corporations, charitable organizations, and pension plans. Jason has been in the industry since 2010 and is registered with both FINRA and the state of Texas. Jason also owns and operates Surya Financial Services, Inc. to support his business with First Command.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
09/26/2022 - Present
First Command Advisory Services (FORT WORTH TX)
CA
09/11/2013 - 10/05/2015
PRUCO SECURITIES, LLC. (SAN DIEGO CA)
CA
01/01/2010 - 09/11/2013
FIRST COMMAND FINANCIAL PLANNING, INC. (SAN DIEGO CA)
BOTH
Issued 01/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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