Orange Park, FL Wells Road Office
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First Command Advisory Services
Enterprise
Firm-wide stats for First Command Advisory Services
About
First Command Advisory Services, Inc. is an SEC‑registered investment adviser that serves individuals, corporate and charitable clients and has a long-standing focus on active‑duty service members and their families. It offers financial planning (including complimentary planning for certain service members and a paid Tailored Professional Services option) and multiple wrap‑fee asset management programs — Partners, Foundations, Select, Premier Income, and Elite — covering model portfolios built from mutual funds, ETFs, separately managed fixed‑income accounts, unified managed accounts and third‑party managed sleeves.
The firm delivers investment management through a centralized Investment Management Team (IMT) and Wealth Portfolio Managers who design, monitor and rebalance Model Portfolios and select third‑party managers from prescreened lists; clients grant FCAS discretionary authority under an Investment Management Agreement for ongoing implementation. FCAS uses Envestnet’s platform for portfolio administration and Pershing for custody and execution, and maintains program features such as Fund Partner‑specific Models (Partners uses Fidelity, Franklin Templeton, Invesco and BlackRock) and passively focused ETF Models in Foundations.
A distinctive operational feature is that clients generally do not choose independent external advisers to manage assets in the firm’s advisory programs — manager and sleeve selections are made by the IMT/WPM from approved universes and third‑party managers must be IMT‑approved. Other noteworthy aspects include the firm’s employee‑ownership structure, its emphasis on in‑person financial coaching, and program constraints (e.g., fund‑partner or platform share‑class limitations) that can restrict the choice of funds or outside adviser involvement compared with some peers.
Based on First Command Advisory Services
Expertise
Based on First Command Advisory Services
Location
590 Wells Road Suite 2
Orange Park FL 32073
Advisors at this office
5
Advisors at this office
Gerald D
Series 63, Series 65
Orange Park, FL
First Command Advisory Services
Gerald Day is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses and previously served in the United States Navy for six years. Gerald’s background includes roles at multiple First Command affiliated entities. 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 a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Antonia P
Series 66
Orange Park, FL
First Command Advisory Services
Antonia Proctor is a financial advisor at First Command Advisory Services with three years of industry experience. She holds a Series 66 designation and has worked in various roles within First Command and prior firms, including Edward Jones and Bankers Life and Casualty. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.
John H
CFP®, Series 66
Orange Park, FL
First Command Advisory Services
John Hess is a CFP® professional with over 21 years of experience in financial advising. He has been with First Command Advisory Services since 2015 and has held various roles within the First Command network since 1993. Outside of his advisory work, he owns and operates a small office rental business in addition to an investment-related financial firm he started in 2008. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular 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 to design and manage model portfolios and third-party manager selections.
Brad B
Series 63, Series 65
Orange Park, FL
First Command Advisory Services
Brad Braithwaite Jr. is a financial advisor with First Command Advisory Services in Orange Park, FL, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with First Command Insurance Services, Brokerage Services, and Advisory Services since 2015. Outside of his advisory role, he is the owner of BRAD HB, LLC, a business established to employ staff for First Command OSJ. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a specialized 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 to manage model portfolios and approved third-party managers under discretionary authority.
Ronald S
CFP®, Series 63, Series 65
Orange Park, FL
First Command Advisory Services
Ronald Scarborough Sr. is a CFP®-certified financial advisor with 25 years of industry experience. He has been affiliated with First Command Advisory Services since 2015 and also has long-standing roles with related First Command entities dating back to 2001. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers a range of financial planning and wrap-fee asset management programs, utilizing model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.
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