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John David Cermak

First Command Advisory Services

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About John David Cermak

John David Cermak is a financial advisor with over 30 years of experience in the financial services industry. John currently works for First Command Advisory Services and is registered as an investment advisor representative in Texas and Virginia. John is a Certified Financial Planner™ professional and holds several securities licenses including Series 6, 7, 24 and 63. John is also a registered investment advisor representative with First Command Advisory Services. John has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.

Firm Information

John Cermak 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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John Cermak’s Registration & Firm History

TX

12/15/2015 - Present

First Command Advisory Services (FORT WORTH TX)

NA

12/20/1989 - 05/17/1994

UNITED SERVICES PLANNING ASSOCIATION, INC.

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Licenses & Designations

IA

Issued 11/11/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/19/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/03/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2000

Series 7 - General Securities Representative Examination

BC

Issued 12/19/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John David Cermak.
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