Juan Rafael Garcia

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

• 08/2017 → 09/2019
  Naval War College
  Newport, RI
• 08/2014 → 09/2017
  Seventh Fleet
  Yokosuka
• 12/2018 → 01/2020
  First Command
  Fort Worth, TX
• 01/2020 → Present
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 01/2020 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 01/2020 → Present
  First Command Insurance Service, In.
  Fort Worth, TX
• 07/2025 → Present
  Asu Preparatory Polytechnic Academy
  Mesa, AZ

Other Businesses

(1) Name of the other business: ASU Preparatory PolyTechnic Academy Whether the business is investment-related: No Address of the other business: 6950 E. Williams Field Road, Mesa, AZ 85212 Nature of the other business: Employment Your position, title, or relationship with the other business: ASU High School Soccer Coach The start date of your relationship: Jul 31, 2025 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: Conditioning Coach for the ASU High School Boys Soccer Team from 31 July 2025 - 31 October 2025 (Fall Semester) and Soccer Camp during Spring Semester (2) Name of the other business: JRG Financial Stewardship, LLC Whether the business is investment-related: No Address of the other business: 1206 E. Warner Road, Suite 101F, Gilbert, AZ 85296 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Sole Member The start date of your relationship: Jul 01, 2025 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 / S-Corporation used to run my First Command business as the sole member of my own business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-13
• S63 Uniform Securities Agent State Law Examination
  2019-11-15