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First Command Advisory Services CRD 281958
$24.4B regulatory AUM 1,013 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-01 |
| OH | RA | APPROVED | 2021-09-22 |
Branch Locations
4027 Colonel Glenn Hwy Suite 400, Beavercreek, OH 45431 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Dayton, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Air Force | Wright Patterson Air Force Base | OH | 07/2019 | 09/2021 |
| United States Air Force | Joint Base Elmendorf Richardson | AK | 08/2012 | 07/2019 |
| First Command | Fort Worth | TX | 11/2020 | 09/2021 |
| First Command Financial Planning | Fort Worth | TX | 09/2021 | Present |
| First Command Advisory Services | Fort Worth | TX | 09/2021 | Present |
| First Command Insurance Services | Fort Worth | TX | 09/2021 | Present |
Name of the other business: Jukes Financial LLC Whether the business is investment-related: Yes Address of the other business: Dayton, OH Nature of the other business: Financial Your position, title, or relationship with the other business: Owner The start date of your relationship: Mar 04, 2024 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: LLC formulated for managing First Command Business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-13 |
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