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First Command San Diego

Jason Surya

First Command Registered Principal and District Advisor
Contact
(619) 299-8783
2650 Camino Del Rio North
Suite 210
San Diego, California, 92108
About Jason
Jason Surya joined First Command Financial Services as a Financial Advisor in October 2009. Previously, he served as a branch manager at Wells Fargo Bank for ten years.

A graduate of San Diego State University with a Bachelors degree in Finance, Jason holds Series 7 and 66 securities licenses plus state life, health and long-term care insurance licenses.

As a First Command Financial Advisor, Jason is committed to helping his clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves. Jason's primary focus is on the young professional market in San Diego. His goal is to help his clients implement a comprehensive financial plan that allows the client to create wealth rather than chase it. By applying these strategies today, he can help his clients to avoid the problems of tomorrow.

A member of the Sorrento Mesa Chamber of Commerce and the Affinity Business Referral Association, Jason enjoys soccer and spending time with friends and family.
Jason Focuses in:
  • Comprehensive financial planning
  • Investment strategies
  • Retirement income planning
  • Education funding solutions
  • Asset allocation and management
  • Insurance solutions
  • Risk management
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