Jeffrey Thomas Wurn
Investment adviser representative at USAA Investment Services Company
19 yearsExperience
1 stateRegistered in
$0Firm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
19 years in the industry.
- United Services Automobile AssociationNov 2015 to now
- USAA Investment Services CompanyNov 2015 to now
- USAA Financial Advisors, Inc.Sep 2007 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
USAA Investment Services Company
$0Assets managed
2,635Clients
110Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4863985
- Firm CRD
- 5475