Jeffrey David Richardson

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
MD	RA	APPROVED	2023-08-04
TX	RA	APPROVED	2018-08-01

MD RA
APPROVED

Since 2023-08-04
TX RA
APPROVED

Since 2018-08-01

Branch Locations

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

121 Cathedral Street Suite 1B, Annapolis, MD 21401 • United States

Annapolis, MD • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
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 Financial Planning, Inc.	Fort Worth	TX	10/2006	Present
First Command Financial Services, Inc.	Fort Worth	TX	11/2006	Present
First Command Advisory Services	Fort Worth	TX	12/2015	Present

10/2006 → Present

First Command Financial Planning, Inc.

Fort Worth, TX
11/2006 → Present

First Command Financial Services, Inc.

Fort Worth, TX
12/2015 → Present

First Command Advisory Services

Fort Worth, TX

Other Businesses

(1) Name of the other business: Richardson Financial LLC Whether the business is investment-related: Yes Address of the other business: 121 Cathedral Street, Suite 1B, Annapolis, MD 21401 Nature of the other business: Financial Your position, title, or relationship with the other business: Owner The start date of your relationship: Dec 22, 2023 The approximate number of hours/month you devote to the other business: Over 40 The number of hours you devote to the other business during securities trading hours: Over 40 Briefly describe your duties relating to the other business: This is the LLC that I use to operate my Financial Advisor/District Advisor business (2) Name of the other business: 121 Properties LLC Whether the business is investment-related: Yes Address of the other business: 121 Cathedral Street, Suite 1B, Annapolis, MD 21401 Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: Owner The start date of your relationship: Jul 01, 2024 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: This is the LLC to own the building that we run our business out of

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-12-02
S63	Uniform Securities Agent State Law Examination	2006-11-16

S65 Uniform Investment Adviser Law Examination

2006-12-02
S63 Uniform Securities Agent State Law Examination

2006-11-16

Other Names

Jeff Richardson

View on SEC IAPD