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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 2024-12-13
OK RA APPROVED 2024-09-23
  • TX RA
    APPROVED
    Since 2024-12-13
  • OK RA
    APPROVED
    Since 2024-09-23

Branch Locations

Oklahoma City, OK • United States

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

5604 Se 67Th Street, Oklahoma City, OK 73135 • 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 02/2024 09/2024
Oklahoma Air National Guard Oklahoma City OK 04/2003 Present
Tricorps Security Oklahoma City OK 01/2005 02/2020
First Command Brokerage Services, Inc Fort Worth TX 09/2024 Present
First Command Advisory Services, Inc Fort Worth TX 09/2024 Present
First Command Insurance Services, Inc Fort Worth TX 09/2024 Present
  • 02/2024 → 09/2024
    First Command Brokerage Services
    Fort Worth, TX
  • 04/2003 → Present
    Oklahoma Air National Guard
    Oklahoma City, OK
  • 01/2005 → 02/2020
    Tricorps Security
    Oklahoma City, OK
  • 09/2024 → Present
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 09/2024 → Present
    First Command Advisory Services, Inc
    Fort Worth, TX
  • 09/2024 → Present
    First Command Insurance Services, Inc
    Fort Worth, TX
Other Businesses

Name of the other business: Jerry Bolster Financial Advisor LLC Whether the business is investment-related: No Address of the other business: 8324 John Robert Drive, OKC, OK, 73135 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: May 11, 2026 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: LLC established to conduct First Command business only.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-06
S63 Uniform Securities Agent State Law Examination 2024-08-09
  • S65 Uniform Investment Adviser Law Examination
    2024-09-06
  • S63 Uniform Securities Agent State Law Examination
    2024-08-09

View on SEC IAPD

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