Jeffrey Alan Wallace
Investment adviser representative at First Command Advisory Services
22 yearsExperience
2 statesRegistered in
ChFC®Designation
$24.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- First Command Advisory ServicesDec 2015 to now
- First Command Financial Services, Inc.Aug 2004 to now
- First Command Financial Planning, Inc.Jan 2004 to now
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
First Command Advisory Services
$24.4BAssets managed
113,591Clients
1,027Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4787928
- Firm CRD
- 281958