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Jodi Kay Anderson

First Command Advisory Services

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About Jodi Kay Anderson

Jodi Kay Anderson is a registered representative with First Command Advisory Services. Jodi has been in the industry since August 2022. Jodi holds a Series 66 license. First Command Advisory Services is headquartered in Fort Worth, Texas. The firm provides a range of financial services including financial planning, portfolio management for individuals, and portfolio management for businesses. The firm manages over $22 billion in assets.

Firm Information

Jodi Anderson 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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Jodi Anderson’s Registration & Firm History

SC

11/06/2024 - Present

First Command Advisory Services (Lexington SC)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jodi Kay Anderson.
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