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Jorge Alberto Diaz-galarza

First Command Advisory Services

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About Jorge Alberto Diaz-galarza

Jorge Alberto Diaz-galarza is an investment advisor representative with First Command Advisory Services. Jorge has been in the financial services industry for 21 years. Jorge has a Series 63 and Series 65 license, as well as the Series 6TO and SIE exams. Jorge has been registered in Florida and Puerto Rico. Jorge has previously worked at Mutual of Omaha Investor Services, Inc. in Guaynabo, Puerto Rico, First Command Brokerage Services, Inc. in Orlando, Florida, and PFS Investments Inc. in Toa Baja, Puerto Rico. Jorge specializes in providing financial planning and portfolio management services for individuals, as well as financial planning services for corporations and other businesses.

Firm Information

Jorge Diaz-galarza 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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Jorge Diaz-galarza’s Registration & Firm History

TX

02/24/2023 - Present

First Command Advisory Services (FORT WORTH TX)

PR

06/07/2022 - 01/30/2023

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (GUAYNABO PR)

FL

03/30/2022 - 05/23/2022

FIRST COMMAND BROKERAGE SERVICES, INC. (ORLANDO FL)

PR

02/19/2021 - 01/14/2022

PFS INVESTMENTS INC. (TOA BAJA PR)

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Licenses & Designations

IA

Issued 12/31/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/27/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/19/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/09/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jorge Alberto Diaz-galarza.
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