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Jacob M

Series 63, Series 65

Indian Harbour Beach, FL

First Command Advisory Services

Jacob Miller is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with First Command Insurance Services and Brokerage Services. Miller’s background includes service in the United States Army from 2016 to 2020 and academic roles at Eastern Florida State College and AMU/APUS. First Command Advisory Services is an SEC-registered investment 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, employing a centralized Investment Management Team to select and manage model portfolios using a range of mutual funds, ETFs, and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Kameron S

Series 63, Series 65

Indian Harbour Beach, FL

First Command Advisory Services

Kameron Snow is a financial advisor with First Command Advisory Services and holds the Series 63 and Series 65 licenses. He has one year of industry experience and prior work history includes roles with MTR Ventures LLC and Smart Home Pros INC. First Command Advisory Services, Inc. is an SEC-registered investment 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, using a centralized Investment Management Team to design and monitor portfolios from a prescreened list of managers and funds.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Daniel R

Series 66

Indian Harbour Beach, FL

First Command Advisory Services

Daniel Rendon is a Series 66 licensed financial advisor with five years of industry experience. He has been with First Command Advisory Services since 2022 and has prior work experience at Caliburn, Towne Park, UCF, and EFSC. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to oversee portfolio construction and management.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Dan D

Series 66

Indian Harbour Beach, FL

First Command Advisory Services

Dan Delzingaro is a Series 66 licensed financial advisor with First Command Advisory Services in Indian Harbour Beach, FL. He has four years of industry experience, including prior service with First Command Insurance Services and First Command Brokerage Services. Before his financial advisor career, he served six years in the United States Air Force. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Tyler W

Series 66

Indian Harbour Beach, FL

First Command Advisory Services

Tyler Witzel is a financial advisor with First Command Advisory Services in Indian Harbour Beach, FL, holding a Series 66 designation and seven years of industry experience. He has worked extensively with various entities within the First Command organization since 2018 and served in the U.S. Army from 2015 to 2019. Outside of his advisory role, he operates Tyler Witzel LLC, which he uses to manage his First Command business activities. First Command Advisory Services is an SEC-registered investment 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, utilizing a centralized Investment Management Team that selects and monitors model portfolios and third-party managers from approved universes.

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