Jonathan Arnold

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

• 06/2014 → 01/2022
  Fidelity Brokerage Services Llc
  The Woodlands, TX
• 07/2018 → 01/2022
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 01/2022 → 01/2025
  Charles Schwab & Co., Inc.
  The Woodlands, TX
• 01/2022 → 01/2025
  Charles Schwab Bank
  The Woodlands, TX
• 06/2025 → 08/2025
  Lpl Financial Llc
  Houston, TX
• 02/2025 → 06/2025
  N/A
  Spring, TX
• 08/2025 → Present
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 08/2025 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 08/2025 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX

Previous Registrations

• 2025-07-11 → 2025-08-27
  Lpl Financial Llc
  Spring, TX
  Fort Mill, SC
  Houston, TX
• 2022-02-02 → 2025-02-15
  Charles Schwab & Co., Inc.
  The Woodlands, TX
• 2018-07-13 → 2022-01-10
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-09-14 → 2018-07-13
  Strategic Advisers Llc
  The Woodlands, TX

Exams

• S66 Uniform Combined State Law Examination
  2015-09-14
• S63 Uniform Securities Agent State Law Examination
  2014-11-12

Other Names

• Jonathan Leo Arnold