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James Allen Leach

First Command Advisory Services

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About James Allen Leach

James Leach is a financial professional with over 23 years of experience in the industry. James has worked at First Command Advisory Services since December 2015. James holds a Series 63, Series 65, Series 7, and Series 24 securities licenses, in addition to a Series 99TO and Series 26 license. James provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. James is registered in Florida, Illinois, Kansas, Michigan, Minnesota, North Dakota, Ohio, Texas, and Wisconsin.

Firm Information

James Leach is currently registered with First Command Advisory Services. First Command Advisory Services is a financial advisory firm headquartered in Fort Worth, Texas. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. First Command has over $22 billion in assets under management and employs over 1,200 licensed agents. The firm offers wrap fee programs and participates in various financial services industries.
First Command Advisory Services

1 FIRSTCOMM PLAZA

FORT WORTH, TX 76109

$22.09B

Assets Under Management

1,100

Total Clients

884

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Leach’s Registration & Firm History

TX

11/12/2019 - Present

First Command Advisory Services (FORT WORTH TX)

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Licenses & Designations

IA

Issued 11/19/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/12/2019

Series 24 - General Securities Principal Examination

BC

Issued 01/12/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/04/2019

Series 7 - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Allen Leach.
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