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John Lee Beraud

First Command Advisory Services

Jacksonville, NC

Fort Worth, TX

Hubert, NC

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Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-01-25
  • NC RA
    APPROVED
    Since 2024-01-25

Branch Locations

200 Valencia Dr. Ste. 172, Jacksonville, NC 28546 • United States

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

Hubert, NC • 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 09/2023 01/2024
Walden University Minneapolis MN 11/2015 11/2021
Unemployed Hubert NC 12/2021 08/2023
Ursa Domain Apparel Hubert NC 11/2022 11/2025
First Command Brokerage Services Fort Worth TX 01/2024 Present
First Command Insurance Services Fort Worth TX 01/2024 Present
First Command Advisory Services Fort Worth TX 01/2024 Present
  • 09/2023 → 01/2024
    First Command Brokerage Services
    Fort Worth, TX
  • 11/2015 → 11/2021
    Walden University
    Minneapolis, MN
  • 12/2021 → 08/2023
    Unemployed
    Hubert, NC
  • 11/2022 → 11/2025
    Ursa Domain Apparel
    Hubert, NC
  • 01/2024 → Present
    First Command Brokerage Services
    Fort Worth, TX
  • 01/2024 → Present
    First Command Insurance Services
    Fort Worth, TX
  • 01/2024 → Present
    First Command Advisory Services
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-21
S63 Uniform Securities Agent State Law Examination 2023-11-21
  • S65 Uniform Investment Adviser Law Examination
    2023-12-21
  • S63 Uniform Securities Agent State Law Examination
    2023-11-21

View on SEC IAPD

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NAVY FEDERAL INVESTMENT SERVICES, LLC
FINANCIAL SECURITY ADVISORY INC
OSAIC WEALTH, INC.

Other Investors

Perry Aycock
Corey Randall Crews
Cynthia L. Williams
DEBBIE SUE NAGLEY
Ashley Myers Brown
MICHAEL RAY SKIBBE
RICHARD LEE PUGH
JAMES BALL

Other Offices

CREDIT UNION INVESTMENT SERVICES · Jacksonville, NC
LPL FINANCIAL LLC · JACKSONVILLE, NC
EDWARD JONES · JACKSONVILLE, NC
TRUIST ADVISORY SERVICES, INC. · JACKSONVILLE, NC
PNC WEALTH MANAGEMENT LLC · JACKSONVILLE, NC
NAVY FEDERAL INVESTMENT SERVICES, LLC · JACKSONVILLE, NC
FINANCIAL SECURITY ADVISORY INC · JACKSONVILLE, NC
OSAIC WEALTH, INC. · JACKSONVILLE, NC

More in Jacksonville, NC

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