Jeffrey Lane Merchant

Current Employers

Employment History

• 08/2016 → 07/2017
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 07/2017 → Present
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 07/2017 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 07/2017 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX

Other Businesses

(1) Name of the other business: Black Hills Area Council, Boy Scouts of America ; Whether the business is investment-related: No ; Address of the other business: 144 North Street Rapid City, SD 57701 ; Nature of the other business: Board Membership ; Your position, title, or relationship with the other business: Board Member ; The start date of your relationship: 12/1/2019 ; The approximate number of hours/month you devote to the other business: 12:00:00 AM ; The number of hours you devote to the other business during securities trading hours: 0 ; Briefly describe your duties relating to the other business: Attend Board meetings and provide insight from my 15 years of experiences as a volunteer with the Boy Scouts of America (2) Name of the other business: American Legion Post 164 ; Whether the business is investment-related: No ; Address of the other business: Spearfish American Legion Post 3102 E. Fairgrounds Loop Spearfish, SD 57783 ; Nature of the other business: Board Membership ; Your position, title, or relationship with the other business: FInance Offier ; The start date of your relationship: 5/3/2023 ; 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: The Post Finance Officer receives and disburses the Post's funds, writing checks as needed, & ensuring all funds received by the post are deposited into the Post's checking & savings accts at the local bank. The Finance Officer also monitors the investment account managed by a local Edward Jones office. At the monthly meeting, the Finance Officer provides an oral report to the executive committee and post members. The report includes the condition of the finances of the post along with any recommendations needed to sustain those accounts or the raising of funds as needed for the Post's various non-profit activities. (3) Name of the other business: American Legion Department of South Dakota Whether the business is investment-related: No Address of the other business: P.O. Box 67, Watertown, SD 57201 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Trust Committee Chairperson The start date of your relationship: Sep 05, 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: None Briefly describe your duties relating to the other business: Serve as the Committee Chair for the South Dakota Department of the American Legion. Provide guidance and lead the committee in making recommendations to the Executive Committee regarding the Department's investment account. Coordinate with other committees including the finance committee as may be necessary to support the Department's goals.

Exams

• S66 Uniform Combined State Law Examination
  2017-06-10