Jason Surya
A graduate of San Diego State University with a Bachelor’s degree in Finance, Jason holds Series 7, Series 66 and Series 24 securities licenses plus life and health insurance licenses in California.
Jason is committed to coaching clients to 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.
In his free time, Jason enjoys golf, spending time with family, and traveling.
Active in his community, Jason is affiliated with The Navy League San Diego, supporting the US Naval Academy Alumni Association and The Enlisted Leadership Foundation.
First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”
- Comprehensive financial planning
- Investment strategies
- Retirement income planning
- Military benefits
This webpage contains a testimonial from a Financial Advisor for First Command Financial Services, Inc. and/or its affiliated entities (together "First Command") regarding their District Advisor. It is shared solely for purposes of recruiting (i.e., to help you determine whether a career as a Financial Advisor is a good fit for you). It is not intended to be an advertisement for First Command's products or services. The testimonial was provided by the Financial Advisor on a strictly voluntary basis. First Command has not paid any compensation to the Financial Advisor for the testimonial; however, the Financial Advisor is a paid employee or independent contractor of First Command and is supervised by the District Advisor with respect to their day to day activities. The testimonial may not be representative of the experience of other First Command Financial Advisors and is no guarantee of future performance or success. First Command does not discriminate in the recruiting of Financial Advisors on the basis of race, color, religion, national origin, sex, marital status, disability, age or veteran status. No information solicited by First Command from you is intended to be used in a discriminatory manner. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.