Gabrielle Dilese Phenix

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

• 07/2015 → 05/2016
  Edward Jones
  St Louis, MO
• 05/2016 → 07/2016
  Unemployed
  West Monroe, LA
• 07/2016 → 08/2017
  Jpmorgan Securities Llc
  San Antonio, TX
• 05/2017 → 01/2020
  Shipt
  Birmingham, AL
• 04/2018 → 03/2020
  Wells Fargo Clearing Services Llc
  Dallas, TX
• 03/2020 → 09/2024
  Edward Jones
  St Louis, MO
• 08/2018 → 01/2020
  Amazon
  Dallas, TX
• 09/2024 → Present
  First Command
  Fort Worth, TX
• 09/2022 → 09/2024
  Harmland Visions Llc
  Dallas, TX
• 08/2017 → 03/2018
  Usaa Financial Advisors, Inc.
  San Antonio, TX

Previous Registrations

• 2020-03-19 → 2024-09-10
  Edward Jones
  Tempe, AZ
  Dallas, TX
  St Louis, MO
  Princeton, TX
  St Louis, MO
• 2018-05-04 → 2020-03-11
  Wells Fargo Clearing Services, Llc
  Dallas, TX
• 2018-01-08 → 2018-03-29
  Usaa Investment Services Company
  San Antonio, TX
• 2017-09-15 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
• 2016-08-08 → 2017-08-23
  J.P. Morgan Securities Llc
  San Antonio, TX
• 2015-11-13 → 2016-05-18
  Edward Jones
  West Monroe, LA
  West Monroe, LA
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2015-09-18

Other Names

• Gabrielle Phenix
• Gabrielle Dilese Phenix
• Gabby Phenix