James Robert Hoefs

Current Employers

Employment History

• 04/2020 → 09/2020
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 11/1996 → 12/2019
  Usaf - Colordo Air National Guard
  Buckley Afb, CO
• 01/2020 → 04/2020
  Usaf Retired
  Greeley, CO
• 09/2020 → Present
  First Command Brokerage Services Inc
  Fort Worth, TX
• 09/2020 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 09/2020 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX

Other Businesses

(1)Name of the other business: COANG Legacy Foundation ; Whether the business is investment-related: No ; Address of the other business: 4950 S. Yosemite St., F2 377 Greenwood village, CO 80111 ; Nature of the other business: Board Membership ; Your position, title, or relationship with the other business: Volunteer Position - Secretary ; The start date of your relationship: 1/19/2022 ; 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: None ; Briefly describe your duties relating to the other business: The COANG Legacy Foundation is a Nonprofit Organization dedicated to serving the interests of the Colorado Air National Guard, promoting outreach, honoring service, enhancing esprit de corps, and assisting in preserving the history and legacy of the organization. (2)Name of the other business: Sandhills LLC ; Whether the business is investment-related: Yes ; Address of the other business: 4008 Laramie Street Cheyenne, WY 82001 ; Nature of the other business: Financial ; Your position, title, or relationship with the other business: Independent First Command Financial Advisor ; The start date of your relationship: 7/16/2021 ; The approximate number of hours/month you devote to the other business: Over 40 ; The number of hours you devote to the other business during securities trading hours: Over 40 ; Briefly describe your duties relating to the other business: Independent Financial Advisor for First Command (3)Name of the other business: BR-549 LLC ; Whether the business is investment-related: No ; Address of the other business: 137 Kornegay Cr Cheyenne, WY 82009 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Partner ; The start date of your relationship: 7/1/2022 ; 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: None ; Briefly describe your duties relating to the other business: Real Estate Co-Owner - will collect rent from building occupant.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-06