Wm. Jason Hagerman CFP®, CEPA®, AIF®, CPFA, CLTC®
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®) certification, Certified Exit Planning Advisor (CEPA®), Accredited Investment Fiduciary (AIF®), Certification for Long-Term Care (CLTC®), and Certified Plan Fiduciary Advisor (CPFA) designations. Jason has attended numerous training programs offered by Securian and various other companies.
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 within Securian Financial Services, Inc. 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, sound recommendations
- Holistic strategies
- High quality products and services
- Help with the creation of an integrated financial strategy
Jason is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
Jason is a past President of the Delaware State Association of Insurance and Financial Advisors and New Castle County chapter. Jason is a member of NAIFA, Associated Builders and Contractors and the Delaware Contractors Association. He was one of the youngest inductees into the Kappa Alpha Orders Wood Court of Honor. He enjoys playing golf, softball and traveling. He resides in Newark, Delaware.