linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Alan Wallace

First Command Advisory Services

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

About Jeffrey Alan Wallace

Jeffrey Alan Wallace is a financial professional with over 19 years of experience in the industry. Jeffrey is currently registered with First Command Advisory Services, and has also been registered with First Command Financial Planning, Inc. and First Command Financial Services, Inc.. Jeffrey holds Series 6, 63, 65 and 26 securities licenses and has been licensed in Oklahoma, Texas, Colorado, New Hampshire, North Carolina and Alabama. Jeffrey is also a Chartered Financial Consultant. Jeffrey's current role is as a financial advisor, and his primary responsibilities include providing financial planning and portfolio management for individuals. Jeffrey has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Jeffrey Wallace 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

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Jeffrey Wallace’s Registration & Firm History

OK

12/15/2015 - Present

First Command Advisory Services (Oklahoma City OK)

Not sure if Jeffrey Alan Wallace is right for you?

Licenses & Designations

BC

Issued 06/05/2007

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/27/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Alan Wallace.
Not sure if Jeffrey Alan Wallace is right for you?