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Jonathan Zermeno

First Command Advisory Services

Garden Grove, CA

Fort Worth, TX

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Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-07-25
  • CA RA
    APPROVED
    Since 2023-07-25

Branch Locations

12419 Lewis St Suite 104, Garden Grove, CA 92840 • United States

1 Firstcomm Plaza, Fort Worth, TX 76109 • 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
OrganizationCityStateFromTo
First Command Brokerage Service Inc Fort Worth TX 03/2023 07/2023
Sun West Mortgage Company Buena Park CA 04/2013 04/2021
California Army National Guard San Diego CA 06/2010 07/2019
Unemployed Placentia CA 04/2021 03/2023
First Command Brokerage Services, Inc Fort Worth TX 07/2023 Present
First Command Advisory Services , Inc Fort Worth TX 07/2023 Present
First Command Insurance Services , Inc Fort Worth TX 07/2023 Present
  • 03/2023 → 07/2023
    First Command Brokerage Service Inc
    Fort Worth, TX
  • 04/2013 → 04/2021
    Sun West Mortgage Company
    Buena Park, CA
  • 06/2010 → 07/2019
    California Army National Guard
    San Diego, CA
  • 04/2021 → 03/2023
    Unemployed
    Placentia, CA
  • 07/2023 → Present
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 07/2023 → Present
    First Command Advisory Services , Inc
    Fort Worth, TX
  • 07/2023 → Present
    First Command Insurance Services , Inc
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-29
  • S66 Uniform Combined State Law Examination
    2023-06-29

View on SEC IAPD

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LPL FINANCIAL LLC · GARDEN GROVE, CA
J.P. MORGAN SECURITIES LLC · GARDEN GROVE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN GROVE, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Garden Grove, CA
EAGLE STRATEGIES LLC · GARDEN GROVE, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Garden Grove, CA
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