Jessica Culbert
Investment adviser representative at First Command Advisory Services
22 yearsExperience
3 statesRegistered 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
22 years in the industry.
- First Command Advisory ServicesMar 2025 to now
- First Command Financial PlanningMar 2025 to now
- First Command Insurance ServicesMar 2025 to now
- First CommandJan 2025 to Mar 2025
- Intrust Financial SvcsJul 2024 to Jan 2025
- LPL Financial LLCJul 2024 to Jan 2025
- First Command Advisory ServicesAug 2021 to Jun 2024
- First Command Financial PlanningAug 2021 to Jun 2024
- First Command Insurance ServicesAug 2021 to Jun 2024
- First CommandJan 2020 to Aug 2021
- Visiting Angels Home CareNov 2019 to Jan 2020
- Cambria Care CenterMay 2019 to Aug 2019
- Penn State AltoonaDec 2018 to May 2019
- Cracker BarrelJun 2018 to Dec 2018
- Panera BreadJul 2015 to Apr 2018
- Forest Hills School DistrictAug 2004 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (AL, NE, 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
- 7218972
- Firm CRD
- 281958