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William Jeremy Stewart

First Command Advisory Services

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About William Jeremy Stewart

William Stewart is a registered investment advisor representative with First Command Advisory Services, a firm headquartered in Fort Worth, Texas. William has been in the financial services industry since July 2020. William holds the Series 7TO, SIE, and Series 66 licenses. William is registered with the state of South Carolina and is active in both the broker-dealer and investment advisor channels. William specializes in providing financial planning and portfolio management for individuals. He is also registered with the state of Idaho, North Carolina, Ohio, South Carolina, and Tennessee. First Command Advisory Services is a large firm with over 1100 clients and manages over $20 billion in assets.

Firm Information

William Stewart 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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William Stewart’s Registration & Firm History

TX

10/12/2020 - Present

First Command Advisory Services (FORT WORTH TX)

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Licenses & Designations

BOTH

Issued 10/03/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/15/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/13/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Jeremy Stewart.
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