Patricia Johnson Lewis

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

• 06/2015 → 12/2016
  Fsc Securities Corp
  Atlanta, GA
• 12/2016 → 01/2017
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 01/2017 → Present
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 01/2017 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 01/2017 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX

Previous Registrations

• 2015-06-04 → 2016-12-31
  Fsc Securities Corporation
  Colorado Springs, CO

Other Businesses

Name of the other business: Presidio Point Owners Association (Condo HOA) ; Whether the business is investment-related: No ; Address of the other business: 3780 Presidio Point, Unit 102 Colorado Springs, CO 80920 ; Nature of the other business: Board Membership ; Your position, title, or relationship with the other business: Secretary ; The start date of your relationship: 1/1/2023 ; 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: Take notes at the monthly meeting. Create the monthly meeting Minutes. Communicate via email and text regarding neighborhood/community/property issues. My son and I are co-owners of the condo. Son lives there. I pay the mortgage. Son pays HOA dues and utilities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-18
• S63 Uniform Securities Agent State Law Examination
  2014-02-28

Designations

• Chartered Financial Consultant

Other Names

• Patricia Johnson
• Patricia Johnson Jones