Our Team

At Diamond State Financial Group our clients come first. It is because of you, each of our associates have been carefully selected based on their knowledge, experience and desire to deliver an exceptional client experience. Our team adheres to a vigorous continuing education program including industry due diligence meetings in order to provide clients with current and relevant financial perspectives.

Wm. Jason Hagerman

CFP®, CEPA®, AIF®, CPFA, CLTC®
Associate Partner | Wealth Manager

William Jason Hagerman is an Associate 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

Contact Jason

Wm. Jason Hagerman - CFP®, CEPA®, AIF®, CPFA, CLTC® Associate Partner | Wealth Manager

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.

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