Joshua Michael Castaneda

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

• 02/2020 → 04/2020
  First Command Financial Planning
  Fort Worth, TX
• 01/2020 → 02/2020
  Unemployed
  Charleston, SC
• 10/2016 → 12/2019
  Us Navy
  Kings Bay, GA
• 04/2016 → 10/2016
  Us Navy
  Groton, CT
• 01/2020 → Present
  United States Naval Reserves
  North Charleston, SC
• 04/2020 → Present
  First Command Financial Planning
  Fort Worth, TX
• 04/2020 → Present
  First Command Advisory Services
  Fort Worth, TX
• 04/2020 → Present
  First Command Insurance Services
  Fort Worth, TX

Other Businesses

Name of the other business: United States Naval Reserves ; Whether the business is investment-related: No ; Address of the other business: NOSC Charleston 1050 Remount Rd BLDG 3370 North Charleston, SC 29406 ; Nature of the other business: Military ; Your position, title, or relationship with the other business: Reserve Naval Officer ; The start date of your relationship: 01/01/20 ; The approximate number of hours/month you devote to the other business: 11 - 20 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: I spend approximately 2 days per month maintaining personal readiness as a member of the Naval Reserves, to include an annual 2 week period of temporary Active Duty status supporting an Active Duty Naval command. I receive compensation for my time while "drilling" as a Reservist.

Exams

• S66 Uniform Combined State Law Examination
  2020-06-29