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James Elijio Summers

First Command Advisory Services

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About James Elijio Summers

James Summers is a financial advisor with First Command Advisory Services. James has been in the industry since 2008 and has a strong track record of providing investment advice to a wide range of clients, including individuals, businesses, and charitable organizations. He specializes in helping clients achieve their financial goals through a variety of investment strategies, including portfolio management, financial planning, and retirement planning.

Firm Information

James Summers 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 Summers’s Registration & Firm History

TX

04/06/2022 - Present

First Command Advisory Services (FORT WORTH TX)

TX

09/25/2020 - 09/02/2021

EDWARD JONES (MCKINNEY TX)

TX

03/25/2015 - 06/12/2020

USAA FINANCIAL ADVISORS, INC. (ADDISON TX)

TX

03/24/2010 - 02/27/2014

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

TX

10/06/2008 - 05/18/2009

EDWARD JONES (ROANOKE TX)

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Licenses & Designations

BOTH

Issued 01/04/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/04/2013

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Elijio Summers.
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