Jamie Kerchief Wilson

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

• 11/2018 → 09/2021
  U.S. Army
  Fort Benning, GA
• 08/2012 → Present
  Hopkinsville Community College
  Fort Campbell, KY
• 05/2018 → 11/2018
  Muscogee County School District
  Columbus, GA
• 12/2017 → 05/2018
  Muscogee County School District
  Columbus, GA
• 03/2016 → 05/2017
  Hawaii State Department Of Education
  Wahiawa, HI
• 12/2015 → 06/2017
  Wet Hens Sailing
  Honolulu, HI
• 07/2017 → 11/2017
  Unemployed
  Columbus, GA
• 04/2020 → 11/2020
  First Command
  Fort Worth, TX
• 11/2020 → Present
  First Command Brokerage Services
  Fort Worth, TX
• 11/2020 → Present
  First Command Advisory Services
  Fort Worth, TX
• 11/2020 → Present
  First Command Insurance Services
  Fort Worth, TX
• 06/2023 → Present
  Department Of Navy
  Crane, IN

Other Businesses

(1)Name of the other business: Hopkinsville Community College ; Whether the business is investment-related: No ; Address of the other business: 720 North Dr., Hopkinsville, KY 42240 ; Nature of the other business: Employment ; Your position, title, or relationship with the other business: Adjunct Professor/Instructor ; The start date of your relationship: 8/6/2012 ; The approximate number of hours/month you devote to the other business: 6 - 10 ; The number of hours you devote to the other business during securities trading hours: 0 ; Briefly describe your duties relating to the other business: Teach "Achieving Academic Success" course online for Fort Campbell campus of Hopkinsville Community College on an as-needed/temp basis. (2) Name: Rodan & Fields Investment-related: No Address: 60 Spear St Ste 600, San Francisco, CA 94105 Nature of the other business: Other OBA Your position: R&F Consultant Start date: 01/01/21 The approximate number of hours/month you devote to the other business: 1 - 5 During securities trading hours: None Description of duties: Primarily participate as a consultant in order to purchase products at a discount for personal use. Occasionally (not frequently) receive commission off retail sale from a friend purchasing a product. (3) Name of the other business: Department of Navy ; Whether the business is investment-related: No ; Address of the other business: Code 0231, Bldg, 3373, 300 Highway 361, Crane, IN 47522-5001 ; Nature of the other business: Employment ; Your position, title, or relationship with the other business: Administrative/Technical Specialist ; The start date of your relationship: 6/20/2023 ; The approximate number of hours/month you devote to the other business: 21 to 40 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Contract Specialist-Research, create and develop procurement documents according to rules and regulations prescribed by US Government contracting guidelines. I keep this work separate from any First Command work I do.

Exams

• S66 Uniform Combined State Law Examination
  2020-10-30

Other Names

• Jamie Frances Kerchief