RJ
RJ

Randy Jaso

23 Years of Experience
San Antonio, TX
Broker

Randy Jaso is a registered investment advisor at USAA Investment Services Company, based in San Antonio, TX, with 23 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 2,080 clients.

Compensation
N/A
Firm Size
88 advisors
IM Fee
Planning only

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

9800 Fredericksburg Road, San Antonio, TX, 78288

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
USAA Investment Services Company
July 2007 - Present · 18 yrs 10 mos
USAA Investment Services Company
October 2005 - Present · 20 yrs 7 mos
USAA Investment Services CompanyBroker
October 2005 - Present · 20 yrs 7 mos
Previous Registrations
USAA Financial Advisors, INC.Broker
September 2007 - January 2012 · 4 yrs 4 mos
Citicorp Investment ServicesBroker
February 2003 - September 2005 · 2 yrs 7 mos
PFS Investments INC.Broker
December 2002 - January 2003 · 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Randy Jaso - Financial Advisor | TrueAdvisor