John Robert Grigsby

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

• 09/1983 → Present
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 11/1983 → Present
  First Command Financial Services, Inc
  Fort Worth, TX
• 12/2015 → Present
  First Command Advisory Services
  Fort Worth, TX

Previous Registrations

• 2004-04-12 → 2005-09-02
  First Command Bank
  Fort Worth, TX

Other Businesses

(1) Name of the other business: Rental Property ; Whether the business is investment-related: Not Investment-related ; Address of the other business: ; Nature of the other business: Rental Property ; Your position, title, or relationship with the other business: Spouse owns the rental property ; The start date of your relationship: 1/1/2017 ; The approximate number of hours/month you devote to the other business: <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: We occasionally rent a time share that is in my wife's name. (2) Name of the other business: Viking Financial Services LLC Whether the business is investment-related: Yes Address of the other business: 21226 Stams Cir, Garden Ridge TX 78266 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Jan 01, 2023 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: Provide financial services and administrative support to John R Grigsby, Advisor 0914

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-31
• S63 Uniform Securities Agent State Law Examination
  1983-10-14

Designations

• Certified Financial Planner