James Data Logan

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

• 06/2019 → 11/2019
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 06/2011 → 11/2019
  Us Navy, Puget Sound Naval Shipyard
  Bremerton, WA
• 11/2019 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 11/2019 → Present
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 11/2019 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX

Other Businesses

(1)FairVote Washington Investment-related: No Address: 4314 193rd Ave SE, Issaquah, WA 98027-9704 Nature of the other business: Board Membership Your position: officer Start date: 01/01/17 The approximate number of hours/month you devote to the other business: 1 - 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: I serve as an officer within the organization, both at the county level (which is not separately incorporated) and at the state level (at which level the non-profit non-political organization is incorporated) (2)Libertarian Party Investment-related: No Address: PO Box 1768 Silverdale, WA 98383 Nature of the other business: Board Membership Your position: Officer at County and State level Start date: 06/01/16 The approximate number of hours/month you devote to the other business: 1 - 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: I am an officer of Libertarian Party of Kitsap County and Libertarian Party of Washington (state) (3)Name of the other business: Ballib Bulwarking LLC Whether the business is investment-related: Yes Address: Kirkland, WA 98034 Nature of the other business: Owner/Sole/Partner Your position: owner and operator Start date: 6/12/20 Number of hours/month you devote to the other business: Over 40 During securities trading hours: Over 40 Briefly describe your duties relating to the other business: owner and operator of this LLC that contains all the work I do as an Independent Contractor with First Command Financial

Exams

• S66 Uniform Combined State Law Examination
  2019-09-08

Other Names

• James Brian Bellinger
• Data Bellinger
• Data Logan