Jennifer Sue Berlin

First Command Advisory Services

CRD 4437298

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Employer firm

First Command Advisory Services CRD 281958

$24.4B regulatory AUM 1,013 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

First Command Advisory Services

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-10-26
FL	RA	APPROVED	2019-03-19

TX RA
APPROVED

Since 2021-10-26
FL RA
APPROVED

Since 2019-03-19

Branch Locations

Bradenton, FL • United States

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
First Command Insurance Services, Inc.	Fort Worth	TX	08/2013	Present
First Command Financial Planning, Inc.	Fort Worth	TX	08/2013	Present
First Command Advisory Services	Fort Worth	TX	12/2015	Present

08/2013 → Present

First Command Insurance Services, Inc.

Fort Worth, TX
08/2013 → Present

First Command Financial Planning, Inc.

Fort Worth, TX
12/2015 → Present

First Command Advisory Services

Fort Worth, TX

Previous Registrations

2001-12-12 → 2003-10-06

Truist Investment Services, Inc.

Sarasota, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-05-10

S66 Uniform Combined State Law Examination

2013-05-10

Other Names

Jennifer Sue Bare
Jennifer S Reece
Jennifer Sue Reece

View on SEC IAPD

More in Bradenton, FL

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