Wm. Jason Hagerman, CFP® , CLTC

Wm. Jason Hagerman, CFP® , CLTC

Associate Partner/Financial Advisor
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Phone: (302) 366-0366 x111
Fax: (302) 454-9405
E-mail:

Our Mission
Financial Life Plans for today with a clear vision for tomorrow.

Expertise
William Jason Hagerman is an Associate Partner at Diamond State Financial Group. Jason received his Bachelor of Science Degree in Business Administration with a concentration in Marketing Management from Goldey-Beacom College in 1998. He continued his studies at Widener University to obtain a Certificate in Financial Planning. He joined DSFG in 1999. Jason has his Series 66 and 7 registrations as well as the Certified Financial Planner™ (CFP®) and Certification for Long-Term Care (CLTC) designations. Jason has attended numerous training programs offered by Securian and various other companies. Jason graduated from the Dale Carnegie Training Program in August 2001 and returned to serve as a graduate assistant the following year. He is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.

Jason has been a member of the Million Dollar Round Table since 2002, which recognizes the top 1% of advisors in the insurance industry. Also from 2002 to current, Jason has achieved the Senate Club, which acknowledges the top advisors within the Securian Financial Network, a network of financial services firms. He was also a member of the 2002 Circle of Excellence which recognizes the leading investment advisors of Securian Financial Services, Inc. Jason was Diamond State Financial Group's 2002 and 2005 Advisor of the Year. In 2006, Jason was given the Orion Award which is the highest honor for maintaining client relationships.

In 2004, Jason was invited to become a member of Premier Resource Group (PRG). PRG is a marketing organization comprised of accomplished financial services professionals officed throughout the United States. These professionals regularly network and leverage their education and expertise to bring innovative and beneficial ideas to the attention of their clients. Jason serves on the accumulations committee.

With his understanding of what his clients need and deserve, Jason has become an indispensable financial resource for many individuals. Jason’s mission for his clients:

  • Full accessibility on demand
  • Proactive, independent, quality recommendations
  • Holistic strategies
  • High quality products and services
  • Help with the creation of an integrated financial strategy

Personal
Today, Jason serves as the programs chair of the Delaware State Association of Insurance and Financial Advisors. He is also active with the Delaware Estate Planning Council. Jason is a member of both the New Castle County Chamber of Commerce and the Delaware Contractors Association. He is the President of the Kappa Alpha Order Wilmington Alumni Chapter and was one of the youngest inductees into the Kappa Alpha Orders Wood Court of Honor. He enjoys playing golf and softball and resides in Newark, Delaware.