Jason Surdyk
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Brogan FinancialDec 2025 to now
- Shine AwnOct 2025 to Nov 2025
- UnemployedJun 2025 to Sep 2025
- Commonwealth Financial NetworkJun 2024 to May 2025
- Vector Wealth StrategiesJun 2024 to May 2025
- Uber EatsApr 2024 to May 2024
- DoordashFeb 2024 to Apr 2024
- Vector Wealth StrategiesOct 2023 to Dec 2023
- Herschend EnterprisesJun 2023 to Jul 2023
- Sanibel Captiva Community BankJun 2022 to Jun 2022
- Purdue UniversityAug 2020 to May 2024
- LifetimeApr 2019 to Aug 2022
- Nancy's PizzaFeb 2018 to Jun 2020
- UnemployedJun 2014 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TN).
Brogan Financial
Legal name: Brogan Financial, Inc.
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7822820
- 133623