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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

AuthorityCategoryStatusDate
GA RA APPROVED 2015-12-15
  • GA RA
    APPROVED
    Since 2015-12-15

Branch Locations

Evans, GA • United States

3015 Allen Dr, Evans, GA 30809 • 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
OrganizationCityStateFromTo
First Command Financial Planning Fort Worth TX 11/2011 Present
First Command Insurance Services Fort Worth TX 11/2011 Present
First Command Advisory Services Fort Worth TX 12/2015 Present
  • 11/2011 → Present
    First Command Financial Planning
    Fort Worth, TX
  • 11/2011 → Present
    First Command Insurance Services
    Fort Worth, TX
  • 12/2015 → Present
    Fort Worth, TX
Other Businesses

Name of the other business: JNAnderson, LLC Whether the business is investment-related: No Address of the other business: 1056 Emerald Place Evans, GA 30809 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Jan 01, 2017 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: To use for paying staff and tax purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-11-01
S63 Uniform Securities Agent State Law Examination 2011-08-30
  • S65 Uniform Investment Adviser Law Examination
    2012-11-01
  • S63 Uniform Securities Agent State Law Examination
    2011-08-30

View on SEC IAPD

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