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Justin Ray Barrett

Advisor at First Command Advisory Services — Truckee, CA

Updated today

Credentials

Series 66

Experience

10 years

Location

Truckee, CA

First Command Advisory Services logo

First Command Advisory Services

Enterprise

Total advisors

1,031

Across 280 offices

Clients per advisor

110 High

Avg AUM per client

$214,697 Very Low

HNW client ratio

3% Low

About

Justin Barrett is a financial advisor with First Command Advisory Services in Truckee, CA, holding a Series 66 license and 10 years of industry experience. Prior to his current role, he served in the US Air Force for 21 years. He is also the owner of Justin Barrett LLC, established in 2024 as an independent contractor advisor designation with First Command. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select from approved third-party managers and model portfolios.

Client services

Based on First Command Advisory Services

Financial planning Portfolio management

Expertise

Based on First Command Advisory Services

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing

Occupation focus

Based on First Command Advisory Services

Self-Employed

Demographic focus

Based on First Command Advisory Services

Young Professionals

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Fee options

Percentage

$0 - $250,000: 1.30% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%

Commissions

Commissions apply for brokerage and insurance products through affiliated companies.

Other

Account minimum: $5,000 Minimum fee: Financial Planning Tailored Professional Services (TPS) fees generally range from $750 to $3,000 based on client circumstances and advisor discretion. Fee-only: Advisory Programs charge wrap fees based on asset tiers, no commissions for advisory management services.

Location

See office

Truckee, CA

Truckee CA

Advisors at this office

1

Most active in

California · Texas

Work history

10 years of industry experience

First Command Insurance Services, Inc

2016 - Present • 10 years

Fort Worth, TX

First Command Advisory Services, Inc.

2016 - Present • 10 years

Fort Worth, TX

First Command Financial Planning, Inc.

2016 - Present • 10 years

Fort Worth, TX

US Air Force

1995 - 2016 • 21 years

Sacramento, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Evan S

Series 65

Alpine Meadows, CA

Alpine Peaks Consulting

Evan Salke is the sole advisor at Alpine Peaks Consulting in Alpine Meadows, CA, holding a Series 65 designation with 15 years of industry experience. He has a long career background including roles at River Ranch Lodge and ongoing involvement with Salke Consulting and Alpine Meadows Ski Corp. Outside of investment advisory, he provides IT consulting, small business accounting, database setup, and web design through his firm. Alpine Peaks Consulting serves individuals, high net worth clients, families, and privately owned businesses, offering financial planning, investment analysis, and portfolio construction. The firm combines fundamental and technical analysis with tailored recommendations and conducts regular account reviews, managing most assets on a non-discretionary basis while also providing non-investment consulting services such as cash flow management and IT system support.

Cash flow / budgeting Founder/Business Owner
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John S

Series 63, Series 65

Incline Village, NV

Sullivan Capital Management

John Sullivan is the sole advisor at Sullivan Capital Management in Incline Village, Nevada. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Sullivan Capital Management has been continuously operating since 1984. The firm provides discretionary portfolio management for individuals and select institutions, focusing on U.S. stocks, ETFs, bonds, mutual funds, and money market instruments. Its investment approach combines fundamental and technical analysis with proprietary algorithms, emphasizing active, risk-aware management and diversification through broad-market ETFs alongside concentrated individual stock positions.

Active portfolio management Concentrated stock management Tax-loss harvesting Income planning
user avatar

Erin A

CFP®, Series 65

Incline Village, NV

Atlas Peak Advisors, Inc.

Erin Anderson is a CFP® and Series 65 credentialed financial advisor with 13 years of industry experience. She is the founder and sole advisor at Atlas Peak Advisors, Inc., an independent firm based in Incline Village, NV, where she has worked since 2013. Atlas Peak Advisors provides discretionary investment management and financial planning primarily for individuals and high-net-worth clients, as well as corporate and business clients. The firm employs a conservative, low-risk, top-down investment approach that integrates financial planning with portfolio management and offers specialized business-oriented planning services.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting
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Stephen C

Series 65

Incline Village, NV

Conte Asset Management, LLC

Stephen Conte is the sole advisor at Conte Asset Management, LLC in Incline Village, NV, holding a Series 65 credential with nine years of industry experience. He previously worked at Presidio Capital Advisors LLC and Shepherd Kaplan LLC. Outside of his advisory role, he serves as CFO of Blue Sky Corporate Ranch, LLC, a hospitality business. Conte Asset Management provides portfolio management services focused on high-net-worth individuals, tailoring investment recommendations based on client goals, time horizon, tax situation, and risk tolerance. The firm employs a combination of fundamental and quantitative analysis with an emphasis on long-term trading across diverse asset classes.

Wealth management Real estate investing Private / alternative investments
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David V

Series 65

Incline Village, NV

Vomund Investment Management, LLC

David Vomund is the sole advisor at Vomund Investment Management, LLC in Incline Village, NV. He holds a Series 65 designation and has 27 years of industry experience. He has operated Vomund Investment Services since 1993. Vomund Investment Management provides discretionary asset and portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm uses a combination of fundamental and technical analysis along with a proprietary, computer-generated style-rotation strategy for ETFs, alongside a Reduced Risk Income program focused on income generation through high-yield preferreds, floating-rate funds, bonds, and dividend-paying stocks.

Passive / index investing Active portfolio management Income planning
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Jason T

Series 65

Truckee, CA

Toups Capital Advisors LLC

Jason Toups is the principal of Toups Capital Advisors LLC and holds a Series 65 designation. He has three years of industry experience and previously worked at firms including Swayable, Civitech, and Alloy PBC. Toups Capital Advisors provides portfolio management and financial planning services to individual and high-net-worth clients. The firm’s investment approach is based on modern portfolio theory and long-term trading, managing approximately $45 million across a small client base with diversified allocations and documented risk tolerances.

Wealth management Real estate investing Private / alternative investments
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