Matthew Christopher Copley

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

• 12/2024 → 06/2026
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 08/2003 → 12/2025
  United States Air Force
  Glendale, AZ
• 06/2026 → Present
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 06/2026 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 06/2026 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX

Other Businesses

Name of the other business: United States Air Force Whether the business is investment-related: No Address of the other business: 14185 W Falcon St Glendale, AZ 85309 Nature of the other business: Employment Your position, title, or relationship with the other business: Fuels Superintendent The start date of your relationship: Aug 26, 2003 The approximate number of hours/month you devote to the other business: 6 to 10 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: Receiving, storing & issuing key and ground fuel to US and Allied Forces. My enlistment ends and I will be officially retired 1 Dec 2025.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-13
• S63 Uniform Securities Agent State Law Examination
  2026-01-22