Sasha Jade Bollman

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

Authority	Category	Status	Date
OH	RA	APPROVED	2026-05-27
TX	RA	APPROVED_RES	2026-03-25
WA	RA	APPROVED	2023-04-27

OH RA
APPROVED

Since 2026-05-27
TX RA
APPROVED_RES

Since 2026-03-25
WA RA
APPROVED

Since 2023-04-27

Branch Locations

Kings Mills, OH • United States

1 Firstcomm Plaza, Fort Worth, TX 76109 • 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

Organization	City	State	From	To
Bernardus Lodge & Spa	Carmel Valley	CA	06/2016	04/2019
Naval Postgraduate School, Us Navy	Monterey	CA	07/2017	06/2019
Vfa-27 Royal Maces, Us Navy	Fpo	NL	03/2021	05/2022
Navy-Marine Corps Relief Society Iwakuni	Fpo	NL	02/2020	12/2022
Unemployed	N/A	XX	05/2019	12/2022
First Command Financial Services	Oak Harbor	WA	01/2023	04/2023
First Command Brokerage Services, Inc	Fort Worth	TX	04/2023	Present
First Command Advisory Services , Inc	Fort Worth	TX	04/2023	Present
First Command Insurance Services , Inc	Fort Worth	TX	04/2023	Present
Cd Heritage El Cajon, Llc	Lafayette	IN	08/2023	Present

06/2016 → 04/2019

Bernardus Lodge & Spa

Carmel Valley, CA
07/2017 → 06/2019

Naval Postgraduate School, Us Navy

Monterey, CA
03/2021 → 05/2022

Vfa-27 Royal Maces, Us Navy

Fpo, NL
02/2020 → 12/2022

Navy-Marine Corps Relief Society Iwakuni

Fpo, NL
05/2019 → 12/2022

Unemployed

N/A, XX
01/2023 → 04/2023

First Command Financial Services

Oak Harbor, WA
04/2023 → Present

First Command Brokerage Services, Inc

Fort Worth, TX
04/2023 → Present

First Command Advisory Services , Inc

Fort Worth, TX
04/2023 → Present

First Command Insurance Services , Inc

Fort Worth, TX
08/2023 → Present

Cd Heritage El Cajon, Llc

Lafayette, IN

Other Businesses

Name of the other business: CD Heritage El Cajon, LLC ; Whether the business is investment-related: No ; Address of the other business: PO Box 6131, Lafayette, IN 47903 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Member/Limited Partner ; The start date of your relationship: 8/1/2023 ; 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: As a member/limited partner, I will invest capital with CD Heritage El Cajon, LLC to then be invested in real estate development projects as deemed by the general partner. This activity will require my attention for less than 5 hours per year when I meet with the general partner for their operational/logistical updates and processing of return on investment.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-03-17

S66 Uniform Combined State Law Examination

2023-03-17

Other Names

Sasha Jade Stevenson

View on SEC IAPD