Unclaimed
Victor Jones is a financial advisor with First Command Advisory Services, with over 20 years of experience in the industry. Victor holds licenses in California and Texas and has worked for First Command Financial Planning, Inc., First Command Financial Services, Inc., and First Command Advisory Services. Victor specializes in financial planning and portfolio management for individuals, and has earned the designation of Certified Financial Planner. Victor is registered with FINRA and has an active state-level Investment Advisor Representative registration.
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
12/15/2015 - Present
First Command Advisory Services (FORT WORTH TX)
IA
Issued 01/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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