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John Taylor Haggerty

First Command Advisory Services

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About John Taylor Haggerty

John Taylor Haggerty is a registered investment advisor with First Command Advisory Services, based out of Mount Laurel, NJ. John has been in the financial services industry since 2022 and specializes in providing financial advice to individuals and families. John has passed the Series 66, Series 7, and SIE exams. In addition to being registered with FINRA, John is also registered with the states of Connecticut, Delaware, New Jersey, and Pennsylvania. John has worked for First Command Brokerage Services, Inc., and First Command Insurance Services, Inc. in the past.

Firm Information

John Haggerty 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 Haggerty’s Registration & Firm History

NJ

01/03/2023 - Present

First Command Advisory Services (Mount Laurel NJ)

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Licenses & Designations

BOTH

Issued 12/16/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/12/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/13/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Taylor Haggerty. Review regulatory record here.
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