Jason Wayne Dempsey
Investment Adviser Representative at USAA Investment Services Company
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jason Wayne Dempsey is an investment adviser representative with USAA Investment Services Company in Plano, TX, where they have been registered since 2024. They have worked in the securities industry since 2002 and have been registered with 5 firms, including Charles Schwab & Co., Inc. and USAA Investment Management Company. They have passed 8 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 16
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- USAA Financial Planning Services, Inc.Mar 2013 – May 2020Addison, TX
- USAA Investment Management CompanyJan 2018 – May 2020Addison, TX
- Charles Schwab and Co., Inc.May 2020 – May 2024Westlake, TX
- Charles Schwab Bank, SSBMay 2020 – May 2024Westlake, TX
- USAA Life Insurance CompanyJun 2024 – no end date reportedPlano, TX
- USAA Investment Services CompanySep 2024 – no end date reportedPlano, TX
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About USAA Investment Services Company
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
Not disclosed
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 102
- Offices listed on AdvisorFinder:
- 6
- Main office:
- San Antonio, TX
- SEC file number:
- 801-126328
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 14, 2026
View full firm profileOther advisors at USAA Investment Services Company
Showing 12 of 102 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Wayne Dempsey has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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