Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan David Heppner is a financial advisor with First Command Advisory Services, a firm that manages over $22 billion in assets. Jonathan has been in the financial industry since February 16, 2023, and is licensed in both Oregon and Washington. Jonathan is also a Chief Instructor in the US Army Reserve, where he has served since 2011. Jonathan has a deep understanding of the financial needs of military personnel and their families and is committed to providing them with the highest quality financial advice.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
11/28/2023 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 11/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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