Wm. Jason Hagerman
CFP®, CEPA®, AIF®, CPFA, CLTC®
Senior Partner | Wealth Manager
William Jason Hagerman is a Senior Partner at Diamond State Financial Group. 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:
- Proactive, independent, sound recommendations
- Holistic strategies
- High-quality products and services
- Help with the creation of an integrated financial strategy
Education
Jason received his Bachelor of Science 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. He is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC.
Community
Jason is a past President of the Delaware State Association of Insurance and Financial Advisors and New Castle County chapter. He is a member of NAIFA, Associated Builders and Contractors and the Delaware Contractors Association. He was among the youngest inductees into the Kappa Alpha Orders Wood Court of Honor.
Personal
Jason enjoys playing golf, softball and traveling. He resides in Newark, Delaware.