James Elijio Summers

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

• 02/2015 → 06/2020
  Usaa Financial Advisors, Inc.
  Addison, TX
• 02/2015 → 06/2020
  Usaa Financial Planning Services
  Addison, TX
• 02/2015 → 06/2020
  Usaa Investment Management Company
  San Antonio, TX
• 11/2019 → 09/2020
  Self Employed
  San Antonio, TX
• 09/2020 → 09/2021
  Edward Jones
  St.LOuis, MO
• 09/2021 → Present
  First Command
  Ft. Worth, TX

Previous Registrations

• 2020-09-25 → 2021-09-02
  Edward Jones
  Plano, TX
• 2018-01-08 → 2020-06-12
  Usaa Investment Services Company
  San Antonio, TX
• 2015-03-25 → 2018-01-08
  Usaa Financial Planning Services
  Addison, TX
• 2010-08-10 → 2014-02-28
  Strategic Advisers Llc
  Westlake, TX
• 2009-01-05 → 2009-05-18
  Edward Jones
  Roanoke, TX
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2009-01-04

Other Names

• Jim E Summers
• James Summers
• James Summers
• James E Summers