Shawn Marie Feliciano

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

• 09/2017 → 05/2018
  Bbva Securities Inc.
  Sierra Vista, AZ
• 09/2017 → 05/2018
  Compass Bank
  Birmingham, AL
• 04/2016 → 09/2017
  Axa Advisors
  Tucson, AZ
• 10/2015 → Present
  Accelerated Cure Project / Percori
  Waltham, MA
• 06/2014 → Present
  Novartis
  East Hanover, NJ
• 09/2017 → 05/2018
  Bbva Compass Insurance Agency, Inc.
  Austin, TX
• 06/2018 → 06/2018
  Unemployed
  Sonoita, AZ
• 04/2018 → 05/2018
  Asmundson Family Vineyards
  Sonoita, AZ
• 06/2018 → 11/2018
  First Command
  Fort Worth, TX
• 11/2018 → Present
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 11/2018 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 11/2018 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 01/2023 → Present
  Iconquer Ms, Ride
  Waltham, MA

Other Businesses

(1) Name of the other business: Iconquer MS, Ride ; Whether the business is investment-related: No ; Address of the other business: 460 Totten Pond Rd Waltham MA 02451 ; Nature of the other business: Community Activity ; Your position, title, or relationship with the other business: Advocate ; The start date of your relationship: 1/2/2023 ; The approximate number of hours/month you devote to the other business: 1 to 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: Advocate for people w/ MS. Sometimes as a speaker (2) Name of the other business: Brazan LLC Whether the business is investment-related: No Address of the other business: Tijeras, NM Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Nov 09, 2023 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 used to run my First Command business

Exams

• S66 Uniform Combined State Law Examination
  2018-11-06
• S63 Uniform Securities Agent State Law Examination
  2008-09-22

Other Names

• Shawn Marie Barry
• Shawn Feliciano
• Shawn Marie Barry
• Shawn Marie Feliciano
• Shawn M. Feliciano