Invested Better
Unclaimed

Unclaimed

Unclaimed

Jamie Kerchief Wilson

First Command Advisory Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jamie? Claim Your Profile

About Jamie Kerchief Wilson

Jamie Kerchief Wilson is a financial advisor at First Command Advisory Services. Jamie Wilson has been in the industry since 2020, and holds Series 7TO, SIE and Series 66 licenses. Jamie Wilson is also a registered Investment Advisor in Alabama, Georgia, Indiana, Kentucky, Ohio, and Virginia. Jamie Wilson has experience with clients including high net worth individuals, individuals other than high net worth, charitable organizations, corporations or other businesses and pension and profit-sharing plans. Jamie Wilson is committed to providing clients with comprehensive financial planning services, including portfolio management.

Firm Information

Jamie Wilson 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.

check

financial planning services

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jamie Wilson’s Registration & Firm History

TX

06/13/2022 - Present

First Command Advisory Services (FORT WORTH TX)

Not sure if Jamie Kerchief Wilson is right for you?

Licenses & Designations

BOTH

Issued 10/30/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/16/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/22/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jamie Kerchief Wilson.
Not sure if Jamie Kerchief Wilson is right for you?