Unclaimed Profile

Jeffrey David Kissner

USAA INVESTMENT MANAGEMENT COMPANY·SAN ANTONIO, Texas

SIE, Series 3, Series 7, Series 24, Series 63, Series 65Clean record21 years registeredUSAA INVESTMENT MANAGEMENT COMPANY

9800 FREDERICKSBURG ROAD, SAN ANTONIO, TX 78288-0227CRD# 2284903Firm CRD# 5475

Profile Verification

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

Identity

Jeffrey David Kissner · SAN ANTONIO, TX

Registration

CRD #2284903 · USAA INVESTMENT MANAGEMENT COMPANY · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: USAA INVESTMENT MANAGEMENT COMPANY

USAA INVESTMENT MANAGEMENT COMPANY

Dec 2010 – Mar 2017

SAN ANTONIO, TX

INVESCO ADVISERS, INC.

Jan 2010 – Nov 2010

ATLANTA, GA

INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.

May 2005 – Jan 2010

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 26, 2005

Years registered · 21

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 Jeffrey David Kissner offer?

Jeffrey David Kissner specializes in Financial Planning.

What are Jeffrey David Kissner's credentials?

Jeffrey David Kissner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey David Kissner located?

Jeffrey David Kissner is based in SAN ANTONIO, Texas, last registered with USAA INVESTMENT MANAGEMENT COMPANY.

How does Jeffrey David Kissner charge for services?

Jeffrey David Kissner'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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Other Advisors at USAA INVESTMENT MANAGEMENT COMPANY

Kirsten Mari Register

SAN ANTONIO, TX

Bernard Parke Williams

SAN ANTONIO, TX

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Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Texas

DALLAS (832)HOUSTON (806)AUSTIN (497)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)IRVING (30)FRISCO (30)SOUTHLAKE (29)

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Research

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