Best Investors Account Sign in

Jason Eric Carey

First Command Advisory Services

Beavercreek, OH

Fort Worth, TX

Sugarcreek Township, OH

Claim This Profile
Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-11
OH RA APPROVED 2024-01-23
  • TX RA
    APPROVED
    Since 2024-09-11
  • OH RA
    APPROVED
    Since 2024-01-23

Branch Locations

51 Plum St Ste 260, Beavercreek, OH 45440 • United States

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

Sugarcreek Township, OH • 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 Services Fort Worth TX 05/2023 01/2024
United States Air Force Grand Forks ND 01/2003 05/2023
First Command Brokerage Services Fort Worth TX 01/2024 Present
First Command Advisory Services Fort Worth TX 01/2024 Present
First Command Insurance Services Fort Worth TX 01/2024 Present
  • 05/2023 → 01/2024
    First Command Brokerage Services
    Fort Worth, TX
  • 01/2003 → 05/2023
    United States Air Force
    Grand Forks, ND
  • 01/2024 → Present
    First Command Brokerage Services
    Fort Worth, TX
  • 01/2024 → Present
    First Command Advisory Services
    Fort Worth, TX
  • 01/2024 → Present
    First Command Insurance Services
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-13
S63 Uniform Securities Agent State Law Examination 2023-10-23
  • S65 Uniform Investment Adviser Law Examination
    2023-11-13
  • S63 Uniform Securities Agent State Law Examination
    2023-10-23

View on SEC IAPD

Other Firms

EQUITY SERVICES, INC.
EDWARD JONES
G. A. REPPLE & COMPANY
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
KEY INVESTMENT SERVICES LLC

Other Investors

DANIEL EARL WOLODKIEWICZ
ALEXANDER DANIEL WOLODKIEWICZ
Amy Allen
Michael Allen Beard
MARTIN FRANCIS HUMMEL
BRENT JACKSON
JOHN H CAMPBELL
STEVEN MICHAEL RYAN

Other Offices

EQUITY SERVICES, INC. · BEAVERCREEK, OH
EDWARD JONES · BEAVERCREEK, OH
G. A. REPPLE & COMPANY · BEAVERCREEK, OH
PNC WEALTH MANAGEMENT LLC · BEAVERCREEK, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH
LPL FINANCIAL LLC · BEAVERCREEK, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH

More in Beavercreek, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor