Unclaimed Profile

Brody Jason Merrill

USAA INVESTMENT MANAGEMENT COMPANY·SAN ANTONIO, Texas

Series 27Clean recordUSAA INVESTMENT MANAGEMENT COMPANY

9800 FREDERICKSBURG ROAD, SAN ANTONIO, TX 78288-0227CRD# 5450137Firm CRD# 5475

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brody Jason Merrill · SAN ANTONIO, TX

Registration

CRD #5450137 · USAA INVESTMENT MANAGEMENT COMPANY

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

Series 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

USAA INVESTMENT SERVICES COMPANY

CRD 5475 · SEC 801-126328

Employees

154

Total firm employees

Services offered by USAA INVESTMENT SERVICES COMPANY

Per Form ADV

Financial planning

Other

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at USAA INVESTMENT SERVICES COMPANY →

Introduction

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Frequently Asked Questions

What services does Brody Jason Merrill offer?

Brody Jason Merrill specializes in Financial Planning. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Brody Jason Merrill's credentials?

Brody Jason Merrill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brody Jason Merrill located?

Brody Jason Merrill is based in SAN ANTONIO, Texas, working with USAA INVESTMENT MANAGEMENT COMPANY. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Brody Jason Merrill charge for services?

Brody Jason Merrill's firm is compensated through other: referral fees pursuant to a referral agreement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is USAA INVESTMENT MANAGEMENT COMPANY?

USAA INVESTMENT MANAGEMENT COMPANY has approximately 154 employees. The firm is registered with the SEC as an investment adviser.

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