Jose Luis Feliz

Current Employers

Employment History

• 06/2020 → 01/2021
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 05/1995 → 12/2020
  U. S. Navy
  Washington, DC
• 01/2021 → 03/2021
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 01/2021 → 03/2021
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 01/2021 → 03/2021
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 04/2020 → 05/2023
  Deloitte Llp
  Arlington, VA
• 01/2023 → 06/2023
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 06/2023 → Present
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 06/2023 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 06/2023 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 07/2023 → 01/2025
  Deloitte Llp
  Arlington, VA

Previous Registrations

• 2021-01-28 → 2021-03-15
  First Command Advisory Services
  Fort Worth, TX
  Alexandria, VA

Other Businesses

Name of the other business: JLF Group L.L.C Whether the business is investment-related: No Address of the other business 860 N Madison St, Arlington, VA 22205 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: May 27, 2023 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 established a LLC for tax / 1099 purposes. I use it for First Command business / compensation.

Exams

• S66 Uniform Combined State Law Examination
  2021-01-16

Designations