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Jeffrey David Richardson

First Command Advisory Services

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About Jeffrey David Richardson

Jeffrey Richardson is a financial advisor with First Command Advisory Services. Jeffrey has been in the financial services industry since 2006 and is registered with both FINRA and the Securities and Exchange Commission. Jeffrey holds the Series 6, 7, 26, 63, and 65 licenses and is a registered investment advisor in Maryland and Texas. Jeffrey specializes in financial planning and portfolio management for individuals. Jeffrey is also a licensed insurance agent and offers a variety of insurance products to his clients.

Firm Information

Jeffrey Richardson 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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Jeffrey Richardson’s Registration & Firm History

TX

08/01/2018 - Present

First Command Advisory Services (FORT WORTH TX)

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Licenses & Designations

IA

Issued 12/02/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/16/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/24/2011

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2018

Series 7 - General Securities Representative Examination

BC

Issued 11/10/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffrey David Richardson. Review regulatory record here.
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