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Joshua Germeaux

First Command Advisory Services

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About Joshua Germeaux

Joshua Germeaux is an Investment Advisor Representative with First Command Advisory Services. Joshua holds the Series 63, 65 and 6TO licenses and the SIE certification. Joshua has been in the financial services industry since 2023. Joshua is registered with the state of Washington and is also registered in Idaho, Minnesota, Montana and Oregon. First Command Advisory Services, a registered investment advisor, is headquartered in Fort Worth, Texas. The firm offers a variety of financial services, including financial planning, portfolio management for individuals and families, and retirement planning.

Firm Information

Joshua Germeaux 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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Joshua Germeaux’s Registration & Firm History

WA

04/22/2024 - Present

First Command Advisory Services (Spokane WA)

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Licenses & Designations

IA

Issued 04/08/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/30/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/09/2023

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

BC

Issued 08/14/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Germeaux.
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