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Jason Dean Schwartz

First Command Advisory Services

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About Jason Dean Schwartz

Jason Dean Schwartz is an investment advisor representative at First Command Advisory Services. Jason has been in the securities industry for over 8 years. Jason has a Series 63, Series 65, and Series 6 securities licenses. Jason is registered with the states of Alabama, Florida, Georgia, Kentucky, Maryland, North Carolina, Ohio, South Dakota, Tennessee, Texas, and Virginia. Jason is also a registered investment advisor in Tennessee and Texas. Jason also works as an adjunct professor at Austin Peay State University and as the treasurer of the Referee Association of Military Service Members.

Firm Information

Jason Schwartz 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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Jason Schwartz’s Registration & Firm History

TN

12/21/2023 - Present

First Command Advisory Services (Adams TN)

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Licenses & Designations

IA

Issued 10/08/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/18/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Dean Schwartz.
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