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  2. Wm. Jason Hagerman, CFP® , AIF®, CLTC

Wm. Jason Hagerman, CFP® , AIF®, CLTC

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Wm. Jason Hagerman, CFP® , AIF®, CLTC®, CPFA
Associate Partner | Wealth Manager
Phone: 
(302) 366-0366 x111
E-mail: 
jason.hagerman@dsfg.com

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®) certification, 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.

Personal

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.

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Our Team

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121 Continental Drive, Suite 110, Newark, DE 19713 United States
  •  Tel: (302) 366-0366
  •  Fax: (302) 454-9405
  •  service@dsfg.com
200 E. State Street, Suite 303, Media, PA 19063
  •  Tel: 610.565.9550
  •  Fax: 610.892.0822
  •  service@dsfg.com
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UD Blue Hen 17&43 Award is based on eligibility and selection criteria created and maintained by the University of Delaware.  Working with this firm is not a guarantee of future financial results.  Investors should conduct their own evaluation.

Fastest 50 Award is based on a three-year average (2016, 2017, 2018) of steady and/or significant employee and revenue growth. Working with this firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

DSBC Blue Ribbon Award for Best Professional Company is granted based on the firm's involvement with the local chamber of commerce. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. 

Diamond State Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Diamond State Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Diamond State Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

121 Continental Drive, Suite 110, Newark DE 19713.  (302)366-0366 2953023 DOFU 06/2020

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