Joshua Michael Castaneda
Investment adviser representative at First Command Advisory Services
4 yearsExperience
2 statesRegistered in
$24.4BFirm assets
21 yearsFirm in business
Are you Joshua Michael Castaneda? Claim your profile
Contact this firm
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
4 years in the industry.
- First Command Advisory ServicesApr 2020 to now
- First Command Insurance ServicesApr 2020 to now
- First Command Financial PlanningFeb 2020 to now
- United States Naval ReservesJan 2020 to now
- UnemployedJan 2020 to Feb 2020
- US NavyOct 2016 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 7225839
- Firm CRD
- 281958