Unclaimed
Jeffrey Leon Gibson is a financial advisor with over 23 years of experience in the financial services industry. Jeffrey is a registered representative and investment advisor representative, and he is licensed to sell securities in multiple states. Jeffrey is currently employed with First Command Advisory Services and has been with the firm since 2015. Prior to joining First Command Advisory Services, he was employed by First Command Financial Services, Inc., and First Command Financial Planning, Inc. Jeffrey holds several industry licenses and certifications, including the Series 6, Series 63, Series 26, and Series 65. He is a member of the Knights of Columbus and serves as the Alaska State Secretary. Jeffrey specializes in providing financial planning and portfolio management services to individuals, families, and businesses.
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.
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2
TX
12/15/2015 - Present
First Command Advisory Services (FORT WORTH TX)
IA
Issued 08/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2006
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 10/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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