Ramon Jimenez

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

• 06/2013 → Present
  Epiphany Management Solutions
  Belton, TX
• 04/2021 → 01/2022
  First Command
  Fort Worth, TX
• 01/2022 → Present
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 01/2022 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 01/2022 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX

Other Businesses

(1)Name of the other business: Epiphany Real Estate, LLC ; Whether the business is investment-related: No ; Address of the other business: 148 Montara Circle Belton, TX 76513 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 1/6/2017 ; 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: Provide oversight of all operations to include financial management. Ultimate responsibility for the profitability of the company. (2)Name of the other business: Epiphany Management Solutions, LLC ; Whether the business is investment-related: No ; Address of the other business: 148 Montara Circle Belton, TX 76513 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 1/21/2010 ; 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: 1 to 5 ; Briefly describe your duties relating to the other business: I provide oversight of all business operations and fulfillment of company contracts, to include: financial management, human resource management, recruiting, and customer satisfaction. I have ultimate responsibility for the operational performance and profitability of the company. (3)Name of the other business: Thirsty People ; Whether the business is investment-related: No ; Address of the other business: 148 Montara Circle Belton, TX 76513 ; Nature of the other business: Board Membership ; Your position, title, or relationship with the other business: Treasurer ; The start date of your relationship: 8/1/2022 ; 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: This extremely small non-profit has been dormant since 2015. My wife is the President and, although my official position is Treasurer, my only duty was to maintain the checking account which rarely, if ever, exceeded $10,000. We have not even held a meeting since 2015. Approximate hours per month, for last 7 years, has been ZERO, however one of the following questions does not allow for anything less than "1-5" hours in the response. (4)Name of the other business: Rio Bravo Project ; Whether the business is investment-related: No ; Address of the other business: 716 Dorsey Lane El Paso, TX 79912 ; Nature of the other business: Board Membership ; Your position, title, or relationship with the other business: Secretary ; The start date of your relationship: 3/31/2021 ; 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: Take minutes during the Board meetings which are held twice per year. This is a very small non-profit that provides Jiu-Jitsu and Tutoring to children in the poorest neighborhoods of Juarez, Mexico. The purpose is to provide Hope to poor, Mexican families. Although I technically have check writing authority, I do not have any checks, never intend to write a check, and the Bank is located 800 miles away from me.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-19

Other Names

• Ray Jimenez
• Raymon Jimenez