Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aasha? Claim Your ProfileAasha Jones is a financial advisor with First Command Advisory Services. Aasha has been in the financial services industry for over 8 years. She holds a Series 63 and Series 65 license. Her previous experience includes working as a financial advisor with Wells Fargo Clearing Services, LLC and Charles Schwab & Co., Inc. Aasha specializes in providing financial planning and portfolio management services for individuals and families.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
08/25/2022 - Present
First Command Advisory Services (FORT WORTH TX)
TX
03/10/2020 - 08/12/2022
WELLS FARGO CLEARING SERVICES, LLC (AUSTIN TX)
TX
07/31/2014 - 03/16/2020
CHARLES SCHWAB & CO., INC. (Westlake TX)
CO
08/07/2007 - 09/18/2007
INTERSECURITIES, INC. (ENGLEWOOD CO)
IA
Issued 09/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/19/2017
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 01/20/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/31/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/30/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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