Adriana Maria Jimenez
Investment adviser representative at First Command Advisory Services
10 yearsExperience
1 stateRegistered in
$24.4BFirm assets
21 yearsFirm in business
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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
10 years in the industry.
- First Command Advisory Services, Inc.Sep 2018 to now
- First Command Financial Planning, Inc.Sep 2018 to now
- First Command Insurance Services, Inc.Sep 2018 to now
- William J PerryJul 2017 to now
- Home Depot U.S.A. Inc.Nov 2016 to now
- Cumberland County SchoolsJan 2017 to Jun 2017
- Hrb Resources, LLCDec 2016 to Apr 2017
- David L DavenportSep 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (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
- 5336996
- Firm CRD
- 281958