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Jorge E Crespin

Usaa Investment Services Co.

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About Jorge E Crespin

Jorge Crespin is an investment advisor representative with USAA Investment Services Co. Jorge is based in San Antonio, TX. Jorge has been in the securities industry since February 5, 2004. Jorge has passed the Series 6, Series 7, Series 63 and Series 65 exams. Jorge has been registered with the state of Texas since January 8, 2018. Jorge has been registered with FINRA since January 8, 2018. Jorge has worked for USAA Investment Services Co. since January 8, 2018. Prior to that, Jorge worked for USAA Financial Advisors, Inc. and Chase Investment Services Corp. Jorge's specializations include other. Jorge works with individuals and high-net-worth individuals. USAA Investment Services Co. offers financial planning and referral services to its clients.

Firm Information

Jorge Crespin 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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Jorge Crespin’s Registration & Firm History

TX

01/08/2018 - Present

Usaa Investment Services Co. (SAN ANTONIO TX)

TX

12/13/2007 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

07/06/2005 - 12/11/2007

CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)

IL

02/05/2004 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

IA

Issued 07/21/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/24/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2009

Series 7 - General Securities Representative Examination

BC

Issued 02/04/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jorge E Crespin.
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