William Jeremy Stewart

First Command Advisory Services

N. Charleston, SC

Johns Island, SC

CRD 7207825

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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

Authority	Category	Status	Date
SC	RA	APPROVED	2020-10-12

SC RA
APPROVED

Since 2020-10-12

Branch Locations

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

7301 Rivers Ave. Ste. 230, N. Charleston, SC 29406 • United States

Johns Island, SC • 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

Organization	City	State	From	To
First Command Financial Planning, Inc.	Fort Worth	TX	12/2019	07/2020
United States Army	Fort Campbell	KY	01/1995	08/2020
First Command Financial Planning	Fort Worth	TX	07/2020	Present
First Command Advisory Services	Fort Worth	TX	07/2020	Present
First Command Insurance Services	Fort Worth	TX	07/2020	Present

12/2019 → 07/2020

First Command Financial Planning, Inc.

Fort Worth, TX
01/1995 → 08/2020

United States Army

Fort Campbell, KY
07/2020 → Present

First Command Financial Planning

Fort Worth, TX
07/2020 → Present

First Command Advisory Services

Fort Worth, TX
07/2020 → Present

First Command Insurance Services

Fort Worth, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-10-03

S66 Uniform Combined State Law Examination

2020-10-03

View on SEC IAPD

More in Fort Worth, TX

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