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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:

Current Employers
First Command Advisory Services

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-08-14
TX RA APPROVED 2025-08-14
  • TN RA
    APPROVED
    Since 2025-08-14
  • TX RA
    APPROVED
    Since 2025-08-14

Branch Locations

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Germantown, TN • United States

5050 Poplar Ave Suite 2403, Memphis, TN 38157 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ridgeway Country Club Germantown TN 07/2018 09/2020
University Of Tennessee Knoxville Knoxville TN 08/2020 05/2023
First Command Financial Services Memphis TN 08/2023 Present
Houston High School Germantown TN 08/2015 05/2019
  • 07/2018 → 09/2020
    Ridgeway Country Club
    Germantown, TN
  • 08/2020 → 05/2023
    University Of Tennessee Knoxville
    Knoxville, TN
  • 08/2023 → Present
    First Command Financial Services
    Memphis, TN
  • 08/2015 → 05/2019
    Houston High School
    Germantown, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-17
  • S66 Uniform Combined State Law Examination
    2025-07-17
Other Names
  • Josh Yenser

View on SEC IAPD

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