Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Dane Smith is a registered representative and investment advisor representative with First Command Advisory Services. Jason has been in the financial services industry since 2011. Jason has a Series 7, Series 66, and Series 24 licenses. He is currently registered with the state of Texas and is also registered with FINRA. Jason has been employed by First Command Financial Services and its subsidiaries since 2010. He is currently based out of the Universal City, TX office.
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.
1
2
TX
11/04/2020 - Present
First Command Advisory Services (Universal City TX)
BOTH
Issued 10/19/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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