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Jenny Don carlos

First Command Advisory Services

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About Jenny Don carlos

Jenny Don Carlos is an investment advisor representative with over 15 years of experience in the financial services industry. Jenny has a proven track record of success in providing financial advice and portfolio management to individuals, families, and businesses. Jenny is registered with the state of Texas and has a Series 7, Series 63, Series 65, and Series 99TO licenses. Jenny is currently employed by First Command Advisory Services in Fort Worth, Texas, where she focuses on providing comprehensive financial planning and investment management services. Jenny has previously worked with SMH Capital Investments LLC and Sanders Morris Harris LLC. Jenny is committed to providing her clients with the highest level of service and helping them achieve their financial goals.

Firm Information

Jenny Don carlos 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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Jenny Don carlos’s Registration & Firm History

TX

02/17/2023 - Present

First Command Advisory Services (FORT WORTH TX)

TX

04/24/2019 - 01/20/2023

SMH CAPITAL INVESTMENTS LLC (FT. WORTH TX)

TX

05/17/2012 - 01/02/2019

SANDERS MORRIS HARRIS LLC (FORT WORTH TX)

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Licenses & Designations

BC

Issued 08/02/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/20/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jenny Don carlos.
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