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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
NH RA APPROVED 2025-06-03
VT RA APPROVED 2025-05-29
TX RA APPROVED_RES 2022-03-10
  • NH RA
    APPROVED
    Since 2025-06-03
  • VT RA
    APPROVED
    Since 2025-05-29
  • TX RA
    APPROVED_RES
    Since 2022-03-10

Branch Locations

6 Loudon Road, Suite 401,, Concord, NH 03301 • United States

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

Burlington, VT • 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
State Farm Vp Management Corp. Minot ND 09/2015 05/2017
Thorman Ins And Fin Svcs Inc Minot ND 12/2012 05/2017
Beachbody Minot ND 09/2015 04/2018
Minot Ymca Minot ND 01/2016 04/2018
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2017 05/2018
Northwestern Mutual Investment Services Llc Minot ND 06/2017 05/2018
Unemployed Brandon 05/2018 06/2018
First Command Financial Planning, Inc. Fort Worth TX 06/2018 02/2019
Sheppard Afb Ffs Sheppard Afb TX 11/2024 06/2025
Jpc Services, Llc Johnson VT 10/2025 Present
First Command Brokerages Services, Inc. Fort Worth TX 02/2019 Present
First Command Advisory Services, Inc. Fort Worth TX 02/2019 Present
First Command Insurance Services, Inc. Fort Worth TX 02/2019 Present
  • 09/2015 → 05/2017
    State Farm Vp Management Corp.
    Minot, ND
  • 12/2012 → 05/2017
    Thorman Ins And Fin Svcs Inc
    Minot, ND
  • 09/2015 → 04/2018
    Beachbody
    Minot, ND
  • 01/2016 → 04/2018
    Minot Ymca
    Minot, ND
  • 06/2017 → 05/2018
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 06/2017 → 05/2018
    Northwestern Mutual Investment Services Llc
    Minot, ND
  • 05/2018 → 06/2018
    Unemployed
    Brandon
  • 06/2018 → 02/2019
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 11/2024 → 06/2025
    Sheppard Afb Ffs
    Sheppard Afb, TX
  • 10/2025 → Present
    Jpc Services, Llc
    Johnson, VT
  • 02/2019 → Present
    First Command Brokerages Services, Inc.
    Fort Worth, TX
  • 02/2019 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 02/2019 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

(1) Name of the other business: JPC Services, LLC Whether the business is investment-related: No Address of the other business: Johnson, VT Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Oct 01, 2025 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: This is my new S Corp/LLC for my business. Also run our rental property income through this. (2) Name of the other business: Viking Diamond Club Whether the business is investment-related: No Address of the other business: 101 College St SW, Valley City, ND 58072 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Treasurer The start date of your relationship: Nov 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: 1 to 5 Briefly describe your duties relating to the other business: I will be responsible for maintaining accurate records of transactions regarding the receiving and spending of funds for the booster club.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-02
S63 Uniform Securities Agent State Law Examination 2015-10-26
  • S65 Uniform Investment Adviser Law Examination
    2018-11-02
  • S63 Uniform Securities Agent State Law Examination
    2015-10-26
Other Names
  • Jane Marie Pettit
  • Jane Marie Pettit
  • Jane Marie Pettit
  • Jane Pettit-Castor

View on SEC IAPD

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