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Jeremy Charles Peloquin

First Command Advisory Services

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About Jeremy Charles Peloquin

Jeremy Charles Peloquin is a financial advisor with First Command Advisory Services. He is based in Fort Worth, Texas. Jeremy specializes in financial planning for individuals and families. He also provides portfolio management services. Jeremy is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7, 63, and 65 licenses. He has been in the financial industry for several years. He holds a Bachelor of Arts degree from the University of Maryland. Jeremy is committed to providing his clients with personalized financial advice and strategies. He is a member of the First Command Financial Planning, Inc. team and has a history of service in the military.

Firm Information

Jeremy Peloquin 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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Jeremy Peloquin’s Registration & Firm History

MD

09/21/2020 - Present

First Command Advisory Services (Odenton MD)

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Licenses & Designations

IA

Issued 09/18/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/04/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/20/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/23/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeremy Charles Peloquin.
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