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Jose Luis Feliz

First Command Advisory Services

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About Jose Luis Feliz

Jose Luis Feliz is an investment advisor representative associated with First Command Advisory Services, Inc. Jose Luis Feliz has been in the financial industry since 2020 and has been registered with First Command Advisory Services since January 2021. Jose Luis Feliz is also registered with the state of Virginia as an investment advisor representative and has passed the Series 66, Series 7TO, and SIE exams. Jose Luis Feliz is a Chartered Financial Consultant and has experience in financial planning and portfolio management for individuals. Jose Luis Feliz provides services to a variety of clients including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. In addition to Jose Luis Feliz's work with First Command Advisory Services, Jose Luis Feliz is also a 1099 temporary/part-time contractor with Deloitte LLP, a position Jose Luis Feliz began in July 2023.

Firm Information

Jose Feliz 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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Jose Feliz’s Registration & Firm History

VA

01/17/2023 - Present

First Command Advisory Services (Alexandria VA)

VA

09/28/2020 - 03/15/2021

FIRST COMMAND BROKERAGE SERVICES, INC. (ALEXANDRIA VA)

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Licenses & Designations

BOTH

Issued 01/16/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/26/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/25/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jose Luis Feliz.
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