Products and Services offered

Jason Surya joined First Command Financial Services as a Financial Advisor in October 2009. Previously, he served as a branch manager at Wells Fargo Bank for ten years. A graduate of San Diego State University with a Bachelors degree in Finance, Jason holds Series 7 and 66 securities licenses plus state life, health and long-term care insurance licenses. As a First Command Financial Advisor, Jason is committed to helping his clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves. Jason's primary focus is on the young professional market in San Diego. His goal is to help his clients implement a comprehensive financial plan that allows the client to create wealth rather than chase it. By applying these strategies today, he can help his clients to avoid the problems of tomorrow. A member of the Sorrento Mesa Chamber of Commerce and the Affinity Business Referral Association, Jason enjoys soccer and spending time with friends and family.

Business Hours:
M-F 8am-5pm, Sa-Su Closed

Categories:
Financial Services,College Financial Planning Services

Specialties:
Comprehensive Financial Planning, Investment Strategies, Retirement Income Planning, Education Funding Solutions, Asset Allocation And Management, Insurance Solutions, Risk Management