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Randy Reynol Jaso

Usaa Investment Services Co.

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About Randy Reynol Jaso

Randy Reynol Jaso is a financial advisor who has been in the industry since February 18, 2003. Randy is currently registered with USAA Investment Services Co. and previously worked at USAA Financial Advisors, INC. and Citicorp Investment Services. Randy is licensed in 53 states and holds the Series 6, 7, 24, 63 and 65 licenses. Randy specializes in providing referrals and financial planning services to individuals and high-net-worth individuals. Randy has been a financial advisor at USAA since 2005.

Firm Information

Randy Jaso 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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Randy Jaso’s Registration & Firm History

TX

07/09/2007 - Present

Usaa Investment Services Co. (SAN ANTONIO TX)

TX

09/06/2007 - 01/25/2012

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

NY

02/13/2003 - 09/06/2005

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

GA

12/06/2002 - 01/17/2003

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 07/06/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/09/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/22/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2003

Series 7 - General Securities Representative Examination

BC

Issued 12/04/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Randy Reynol Jaso.
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