Juan Rafael Garcia
Investment adviser representative at First Command Advisory Services
12 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
12 years in the industry.
- Asu Preparatory Polytechnic AcademyJul 2025 to now
- First Command Advisory Services, Inc.Jan 2020 to now
- First Command Financial Planning, Inc.Jan 2020 to now
- First Command Insurance Service, In.Jan 2020 to now
- First CommandDec 2018 to Jan 2020
- Naval War CollegeAug 2017 to Sep 2019
- Seventh FleetAug 2014 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7052965
- Firm CRD
- 281958