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Joel Thomas Panchak

First Command Advisory Services

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About Joel Thomas Panchak

Joel Thomas Panchak is an investment advisor representative with First Command Advisory Services. Joel is also licensed as an insurance agent with First Command Insurance Services. Joel is registered in several states including California, District of Columbia, Florida, Maryland, and Virginia. Joel has a strong track record in the financial services industry, having earned the Series 7, Series 66, and SIE licenses. Joel specializes in providing financial planning services and portfolio management for individuals. First Command Advisory Services is a firm that manages over $22 billion in assets for a variety of client types, including high-net-worth individuals, families, and charitable organizations.

Firm Information

Joel Panchak 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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Joel Panchak’s Registration & Firm History

VA

06/23/2023 - Present

First Command Advisory Services (Arlington VA)

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Licenses & Designations

BOTH

Issued 05/27/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/18/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/13/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel Thomas Panchak.
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