Rebecca Anne Jarrell

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

• 12/2022 → 11/2023
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 09/2022 → 12/2022
  Ess/Kelly Services
  Gulfport, MS
• 05/2022 → 09/2022
  Unemployed
  Jacksonville, FL
• 10/2021 → 05/2022
  Ess
  Jacksonville, FL
• 03/2021 → 06/2021
  Navy Mwr Marina
  Jacksonville, FL
• 04/2019 → 03/2021
  Unemployed
  Jacksonville, FL
• 05/2017 → 04/2019
  Unemployed
  Gulfport, MS
• 09/2016 → 05/2017
  Loan Max
  Gulfport, MS
• 03/2015 → 09/2016
  Unemployed
  Gulfport, MS
• 06/2021 → 10/2021
  Unemployed
  Jacksonville, FL
• 11/2023 → Present
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 11/2023 → Present
  First Command Advisory Services, Inc
  Fort Worth, TX
• 11/2023 → Present
  First Command Insurance Services, Inc
  Fort Worth, TX

Other Businesses

(1) Name of the other business: Jarrell Financial Planning LLC Whether the business is investment-related: No Address of the other business: 4031 Mallard Cove Apt A, Gulfport, MS, 39501 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Aug 16, 2024 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: 1 to 5 Briefly describe your duties relating to the other business: This business entity used solely for First Command purposes for my role as an advisor. (2)Name of the other business: US Navy Whether the business is investment-related: No Address of the other business: NMCB 11, 276 Marvin Shields Blvd, Gulfport, MS 39501 Nature of the other business: Other OBA Your position, title, or relationship with the other business: NMCB 11 Ombudsman The start date of your relationship: Aug 11, 2025 The approximate number of hours/month you devote to the other business: 6 to 10 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: An ombudsman is a trained volunteer who acts as the go-between for the military command and families. I will share official updates, connect families with helpful resources, and be there to listen if concerns come up. It's all confidential, and my main goal is to keep communication strong, make sure families feel supported, and help keep the unit running smoothly.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-17

Other Names

• Rebecca Anne Murphy