Jeremy Ira Ball

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

• 07/2019 → 06/2020
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 02/2019 → 06/2020
  Siemens Healthcare Diagnostics
  Flanders, NJ
• 04/2005 → 03/2019
  United States Navy
  Groton, CT
• 03/2019 → Present
  United States Navy
  Baltimore, MD
• 06/2020 → Present
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 06/2020 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 06/2020 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX

Other Businesses

(1)Name of the other business: US Navy ; Whether the business is investment-related: No ; Address of the other business: 1400 Postal Road Allentown, PA 18109 ; Nature of the other business: Military ; Your position, title, or relationship with the other business: Naval Reserves Officer ; The start date of your relationship: 4/1/2019 ; The approximate number of hours/month you devote to the other business: 11 - 20 ; The number of hours you devote to the other business during securities trading hours: 0 ; Briefly describe your duties relating to the other business: I affiliated with the Naval Reserves upon my resignation/departure from the active duty Navy in April of 2019, and in June of 2020 I will promote to Lieutenant Commander (O-4). In this role, I participate in a once-per-month drill weekend (outside of normal business hours) with a once-per-year two-week "annual training" evolution. Other than this two-week requirement, my normal role in the reserves does not impact my professional or personal life. From time to time I do participate in the military funeral honors program but this participation is on an as-needed or as-requested basis -- I am not required to participate, and only do when my schedule allows, a commitment which, on a given day, would occupy approximately 2 hours of my time. (2)Name of the other business: BALL FINANCIAL GROUP LLC ; Whether the business is investment-related: No ; Address of the other business: 121 Cathedral St (Suite 1B) Annapolis MD 21401 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner/President/CEO ; The start date of your relationship: 8/25/2021 ; The approximate number of hours/month you devote to the other business: 11 to 20 ; The number of hours you devote to the other business during securities trading hours: 11 to 20 ; Briefly describe your duties relating to the other business: This is the LLC (Management Company) that I use to run my business operations.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-28

Other Names

• Jeremy Ball