Aasha Jones
Investment adviser representative at First Command Advisory Services
13 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
13 years in the industry.
- First Command Advisory ServicesAug 2022 to now
- First Command Brokerage Service, IncAug 2022 to now
- Wells Fargo Clearing Services, LLCMar 2020 to Aug 2022
- Charles Schwab Trust BankJan 2019 to Mar 2020
- Charles Schwab BankApr 2015 to Mar 2020
- Charles Schwab & Co., Inc.Jan 2013 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
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
- 5394410
- Firm CRD
- 281958