Unclaimed Profile

Jason Wayde Dudley

USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.·SAN ANTONIO, Texas

SIE, Series 7, Series 24, Series 53, Series 63Clean record22 years registeredUSAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.

9800 FREDERICKSBURG ROAD, SAN ANTONIO, TX 78288-0227CRD# 3094045Firm CRD# 106352

Profile Verification

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

Identity

Jason Wayde Dudley · SAN ANTONIO, TX

Registration

CRD #3094045 · USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.

USAA INVESTMENT SERVICES COMPANY

Jan 2018 – Jun 2023

SAN ANTONIO, TX

USAA FINANCIAL PLANNING SERVICES

Jan 2009 – Jan 2018

SAN ANTONIO, TX

USAA INVESTMENT MANAGEMENT COMPANY

Feb 2004 – Dec 2008

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 53

Series 63

Registration record

First registered · February 26, 2004

Years registered · 22

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 FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.

CRD 106352 · SEC 801-53347

Employees

9,427

Total firm employees

Services offered by USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.

Per Form ADV

Financial planning

Charitable organization or education services

Client types served by the firm

Per Form ADV

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC. →

Introduction

Speak with Jason

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jason is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN ANTONIO?

Browse all registered financial advisors in SAN ANTONIO, Texas or claim this profile if it's yours.

Browse SAN ANTONIO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jason Wayde Dudley offer?

Jason Wayde Dudley specializes in Financial Planning.

What are Jason Wayde Dudley's credentials?

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

Where is Jason Wayde Dudley located?

Jason Wayde Dudley is based in SAN ANTONIO, Texas, last registered with USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC..

How does Jason Wayde Dudley charge for services?

Jason Wayde Dudley's firm is compensated through other: usaa fps currently does not charge for advisory services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.?

USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC. has approximately 9427 employees. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →