James Andrew Amerman
Investment adviser representative at First Command Advisory Services
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- First Command Advisory ServicesJul 2024 to now
- First Command Brokerage Services, Inc.Dec 2023 to now
- Precision Roth Conversion (dba Under Financial Plan Clarity LLC)Aug 2021 to Dec 2023
- Fortress Wealth Management, Inc.Aug 2021 to Mar 2023
- AdviceperiodJun 2021 to Aug 2021
- Westmount Asset ManagementJan 2019 to Jun 2021
- LourdmurrayNov 2015 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6151078
- Firm CRD
- 281958