Jae Charles Rood

First Command Advisory Services

Colorado Springs, CO

CRD 7336638

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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

Authority	Category	Status	Date
CO	RA	APPROVED	2022-10-31

CO RA
APPROVED

Since 2022-10-31

Branch Locations

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

1277 Kelly Johnson Blvd. Suite 260, Colorado Springs, CO 80920 • 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
First Command Brokerage Services, Inc.	Fort Worth	TX	02/2021	07/2021
Kbr	El Paso	TX	03/2019	05/2021
U.S. Army	Fort Bliss	TX	12/2009	02/2019
First Command Advisory Services, Inc	Fort Worth	TX	07/2021	Present
First Command Financial Planning, Inc	Fort Worth	TX	07/2021	Present
First Command Insurance Services, Inc	Fort Worth	TX	07/2021	Present

02/2021 → 07/2021

First Command Brokerage Services, Inc.

Fort Worth, TX
03/2019 → 05/2021

Kbr

El Paso, TX
12/2009 → 02/2019

U.S. Army

Fort Bliss, TX
07/2021 → Present

First Command Advisory Services, Inc

Fort Worth, TX
07/2021 → Present

First Command Financial Planning, Inc

Fort Worth, TX
07/2021 → Present

First Command Insurance Services, Inc

Fort Worth, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-24

S66 Uniform Combined State Law Examination

2021-06-24

View on SEC IAPD

More in Fort Worth, TX

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