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Jeffrey Thomas Wurn

Usaa Investment Services Co.

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About Jeffrey Thomas Wurn

Jeffrey Thomas Wurn is a financial advisor with over 15 years of experience in the industry. Jeffrey is currently registered with USAa Investment Services Co. in San Antonio, Texas, and has been with the firm since November 2015. Jeffrey previously worked at USAA FINANCIAL ADVISORS, INC., and USAA INVESTMENT MANAGEMENT COMPANY. Jeffrey is a licensed Registered Representative (Series 7, 63, SIE) and also holds a Series 24 General Securities Principal license. Jeffrey specializes in working with individual clients.

Firm Information

Jeffrey Wurn is currently registered with Usaa Investment Services Co.. USAA Investment Services Co. is a corporation headquartered in San Antonio, TX, formed in September 1988. They offer financial planning and other advisory services to individuals and high-net-worth individuals. The firm is registered with the SEC and holds licenses in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. They have a total of 150 registered representatives and 109 investment adviser representatives.
Usaa Investment Services Co.

9800 FREDERICKSBURG ROAD

SAN ANTONIO, TX 78288-0227

Not reported

Assets Under Management

1,609

Total Clients

136

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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referrals

Referrals

Fee Structure

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.

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other

Referral fees pursuant to a referral agreement

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Jeffrey Wurn’s Registration & Firm History

TX

12/16/2015 - Present

Usaa Investment Services Co. (SAN ANTONIO TX)

TX

09/26/2007 - 08/28/2020

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

10/27/2005 - 12/31/2007

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

NY

10/07/2004 - 09/12/2005

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

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Licenses & Designations

IA

Issued 06/28/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/15/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Thomas Wurn.
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