James Andrew Amerman

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

• 11/2015 → 12/2018
  Lourdmurray
  Beverly Hills, CA
• 01/2019 → 06/2021
  Westmount Asset Management
  Los Angeles, CA
• 06/2021 → 08/2021
  Adviceperiod
  Los Angeles, CA
• 08/2021 → 03/2023
  Fortress Wealth Management, Inc.
  Culver City, CA
• 12/2023 → Present
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 08/2021 → 12/2023
  Precision Roth Conversion (Dba Under Financial Plan Clarity Llc)
  San Diego, CA

Previous Registrations

• 2021-08-26 → 2023-04-21
  Fortress Wealth Management, Inc.
  Culver City, CA
• 2021-06-25 → 2021-08-13
  Adviceperiod, Llc
  Los Angeles, CA
• 2015-12-15 → 2018-12-24
  Lourdmurray
  Beverly Hills, CA
• 2013-01-15 → 2015-11-03
  Pure Financial Advisors, Llc
  San Diego, CA

Other Businesses

Name of the other business: CalCPA Whether the business is investment-related: Yes Address of the other business: California Society of CPAs, 500 Capitol Mall, Suite 1760, Sacramento, CA 95814 Nature of the other business: Community Activity Your position, title, or relationship with the other business: Instructor The start date of your relationship: Jan 01, 2022 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: 1 to 5 Briefly describe your duties relating to the other business: Create slides and record educational instruction on Roth Strategies. Once a quarter, they launch the recording and I answer questions in the chat. New slides need to be created for 2025. I authored an article for their magazine in 2023, and that is a possibility for the future.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-03-01
• S65 Uniform Investment Adviser Law Examination
  2013-01-14

Designations

• Certified Financial Planner