Aasha Jones

First Command Advisory Services

11 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

First Command Advisory Services

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

885 advisors

Number of Clients

110,166 clients

Average Client Portfolio

$201K average

Assets Under Management

$22.1B

Fee Structure

Minimum Investment:$20K

Financial Planning:Investment management only

Location

1 Firstcomm Plaza, Fort Worth, TX, 76109

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

First Command Advisory Services

August 2022 - Present · 3 yrs 6 mos

First Command Brokerage Services, INC.Broker

August 2022 - Present · 3 yrs 6 mos

First Command Brokerage Services, INC.

August 2022 - Present · 3 yrs 6 mos

Previous Registrations

Wells Fargo Clearing Services, LLCBroker

March 2020 - August 2022 · 2 yrs 5 mos

Wells Fargo Clearing Services, LLC

March 2020 - August 2022 · 2 yrs 5 mos

Charles Schwab & CO., INC.

September 2016 - March 2020 · 3 yrs 6 mos

Charles Schwab & CO., INC.Broker

July 2014 - March 2020 · 5 yrs 8 mos

Intersecurities, INC.Broker

August 2007 - September 2007 · 1 mo

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.