Jason Dane Smith
Investment adviser representative at First Command Advisory Services
16 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
16 years in the industry.
- First Command Brokerage Services, IncOct 2021 to now
- First Command Insurance Services, IncOct 2021 to now
- First Command Advisory Services, Inc.Nov 2020 to now
- First Command Advisor Services, IncMay 2018 to Sep 2021
- First Command Advisory Services, IncMay 2014 to May 2018
- First Command Financial ServicesFeb 2010 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 5759846
- Firm CRD
- 281958