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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

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-13
VA RA APPROVED 2022-02-04
  • TX RA
    APPROVED
    Since 2023-09-13
  • VA RA
    APPROVED
    Since 2022-02-04

Branch Locations

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

7960 Donegan Dr Suite 228, Manassas, VA 20109 • United States

Haymarket, VA • 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
OrganizationCityStateFromTo
First Command Brokerage Services Manassas VA 11/2021 02/2022
United States Navy Washington DC 05/1993 12/2021
First Command Brokerage Services, Inc. Fort Worth TX 02/2022 Present
First Command Advisory Services, Inc. Fort Worth TX 02/2022 Present
First Command Insurance Services Fort Worth TX 02/2022 Present
  • 11/2021 → 02/2022
    First Command Brokerage Services
    Manassas, VA
  • 05/1993 → 12/2021
    United States Navy
    Washington, DC
  • 02/2022 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 02/2022 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 02/2022 → Present
    First Command Insurance Services
    Fort Worth, TX
Other Businesses

Name of the other business: Octagon Strategies LLC Whether the business is investment-related: Yes Address of the other business: 7960 Donegan Dr, Suite 228, Manassas, VA 20109 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Dec 06, 2022 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 for management of employees supporting business as FC advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-25
  • S66 Uniform Combined State Law Examination
    2022-01-25
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • John Cranston

View on SEC IAPD

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