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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-11
FL RA APPROVED 2024-05-06
  • TX RA
    APPROVED_RES
    Since 2026-03-11
  • FL RA
    APPROVED
    Since 2024-05-06

Branch Locations

590 Wells Rd. Ste. 2, Orange Park, FL 32073 • United States

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

Orange Park, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St.LOuis MO 11/2017 06/2018
Keiser University Jacksonville FL 02/2017 08/2017
Bankers Life And Casualty Jacksonville FL 06/2016 06/2017
First Command Financial Services Fort Worth TX 03/2021 04/2022
Kelly Education Services Augusta GA 12/2018 03/2020
Unemployed Martinez GA 03/2020 03/2021
Carnival Cruise Martinez GA 06/2018 12/2018
First Command Brokerage Services Fort Worth TX 03/2024 04/2024
Unemployed Martinez GA 04/2022 03/2024
First Command Brokerage Services, Inc. Fort Worth TX 04/2024 Present
First Command Advisory Services, Inc. Fort Worth TX 04/2024 Present
First Command Insurance Services, Inc. Fort Worth TX 04/2024 Present
  • 11/2017 → 06/2018
    Edward Jones
    St.LOuis, MO
  • 02/2017 → 08/2017
    Keiser University
    Jacksonville, FL
  • 06/2016 → 06/2017
    Bankers Life And Casualty
    Jacksonville, FL
  • 03/2021 → 04/2022
    First Command Financial Services
    Fort Worth, TX
  • 12/2018 → 03/2020
    Kelly Education Services
    Augusta, GA
  • 03/2020 → 03/2021
    Unemployed
    Martinez, GA
  • 06/2018 → 12/2018
    Carnival Cruise
    Martinez, GA
  • 03/2024 → 04/2024
    First Command Brokerage Services
    Fort Worth, TX
  • 04/2022 → 03/2024
    Unemployed
    Martinez, GA
  • 04/2024 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 04/2024 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 04/2024 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-09
  • S66 Uniform Combined State Law Examination
    2024-03-09
Other Names
  • Antonia Jones
  • Antonia Latoya Proctor

View on SEC IAPD

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