Nathan James Maynard

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
AL	RA	APPROVED	2024-10-09
GA	RA	APPROVED	2022-07-14
TX	RA	APPROVED	2020-07-21

AL RA
APPROVED

Since 2024-10-09
GA RA
APPROVED

Since 2022-07-14
TX RA
APPROVED

Since 2020-07-21

Branch Locations

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

1930 Berryhill Road, Montgomery, AL 36117 • United States

Auburn, AL • 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
Edward Jones	St Louis	MO	06/2017	01/2018
State Farm Insurance	Old Hickory	TN	01/2016	06/2017
First Command	Fort Worth	TX	04/2018	04/2018
Unemployed	Pleasant View	TN	01/2018	04/2018
First Command Financial Planning, Inc	Fort Worth	TX	04/2018	Present
First Command Advisory Services, Inc.	Fort Worth	TX	04/2018	Present
First Command Insurance Services, Inc.	Fort Worth	TX	04/2018	Present

06/2017 → 01/2018

Edward Jones

St Louis, MO
01/2016 → 06/2017

State Farm Insurance

Old Hickory, TN
04/2018 → 04/2018

First Command

Fort Worth, TX
01/2018 → 04/2018

Unemployed

Pleasant View, TN
04/2018 → Present

First Command Financial Planning, Inc

Fort Worth, TX
04/2018 → Present

First Command Advisory Services, Inc.

Fort Worth, TX
04/2018 → Present

First Command Insurance Services, Inc.

Fort Worth, TX

Previous Registrations

2017-08-24 → 2018-01-23

Edward Jones

Pleasant View, TN

Pleasant View, TN

St Louis, MO

Springfield, TN

Other Businesses

Name of the other business: Maynard Financial, LLC ; Whether the business is investment-related: Yes ; Address of the other business: 1640 Powers Ferry Rd SE, 24-100, Marietta, GA. 30067 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: Jul 01, 2022 ; 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: None ; Briefly describe your duties relating to the other business: This business entity has been established as a pass-through (LLC / S-CORP) for income/expenses incurred as District Advisor.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-08-16

S66 Uniform Combined State Law Examination

2017-08-16

Designations

Certified Financial Planner
Chartered Financial Consultant

View on SEC IAPD