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Tracey Jones

First Command Advisory Services

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About Tracey Jones

Tracey Jones is a registered representative with First Command Advisory Services. Tracey has been working in the financial services industry since 2016. Tracey is licensed in Texas and has a Series 7, Series 63, and Series 66 license. Tracey specializes in providing financial planning and portfolio management services to individuals and families. Previously, Tracey worked at Wells Fargo Clearing Services, LLC, First Command Brokerage Services, Inc., and TD Ameritrade, Inc.

Firm Information

Tracey Jones 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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Tracey Jones’s Registration & Firm History

TX

11/14/2022 - Present

First Command Advisory Services (FORT WORTH TX)

MO

07/12/2021 - 07/23/2021

WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)

TX

03/12/2019 - 05/04/2021

FIRST COMMAND BROKERAGE SERVICES, INC. (FORT WORTH TX)

TX

06/27/2016 - 12/20/2018

TD AMERITRADE, INC. (Southlake TX)

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Licenses & Designations

BOTH

Issued 11/10/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/06/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Tracey Jones. Review regulatory record here.
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