Jamie Marie Bartels-Giddings

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2008 → Present
  First Command Financial Planning, Inc.
  Fort Worth 1, TX
• 05/2008 → Present
  First Command Financial Services, Inc.
  Fort Worth, TX
• 12/2015 → Present
  First Command Advisory Services
  Fort Worth, TX

Other Businesses

Name of the other business: Island in the Sun, Inc. ; Whether the business is investment-related: Yes ; Address of the other business: 6760 CORPORATE DRIVE SUITE 100 COLORADO SPRINGS, CO 80919 ; Nature of the other business: Inc. to run First Command business through ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 3/20/2009 ; The approximate number of hours/month you devote to the other business: <5% ; The number of hours you devote to the other business during securities trading hours: 40 ; Briefly describe your duties relating to the other business: Inc. to run First Command business through

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-02
• S63 Uniform Securities Agent State Law Examination
  2008-06-19

Other Names

• Jamie Krawetzke
• Jamie Marie Giddings
• Jamie Marie Giddings