General Info

Jason Surya joined First Command Financial Services as a Financial Advisor in October 2009. He previously worked for 10 years as Branch Manager at Wells Fargo Bank. 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.”