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Jeffrey Wayne Harris

First Command Advisory Services

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About Jeffrey Wayne Harris

Jeffrey Wayne Harris is a financial professional who has been in the industry since September 2021. Jeffrey is currently registered with First Command Advisory Services, and has a Series 66, Series 7TO, and SIE license. Jeffrey has a strong background in various fields such as digital technology, fitness, consulting, and finance. Jeffrey holds both a Series 7TO and Series 66 license and provides services such as financial planning, portfolio management for individuals, and other services for both individual and institutional clients.

Firm Information

Jeffrey Harris 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 Harris’s Registration & Firm History

IL

12/05/2022 - Present

First Command Advisory Services (O'Fallon IL)

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Licenses & Designations

BOTH

Issued 10/07/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/22/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/24/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Wayne Harris.
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