Jose Luis Feliz
Investment adviser representative at First Command Advisory Services
28 yearsExperience
2 statesRegistered in
ChFC®Designation
$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
28 years in the industry.
- First Command Insurance Services, Inc.Jun 2023 to now
- First Command Advisory Services, Inc.Jan 2023 to now
- First Command Brokerage Services, Inc.Jan 2023 to now
- Deloitte LLPJul 2023 to Jan 2025
- First Command Advisory Services, Inc.Jan 2021 to Mar 2021
- First Command Brokerage Services, Inc.Jan 2021 to Mar 2021
- First Command Insurance Services, Inc.Jan 2021 to Mar 2021
- First Command Financial Planning, Inc.Jun 2020 to Jan 2021
- Deloitte LLPApr 2020 to May 2023
- U. S. NavyMay 1995 to Dec 2020
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7261316
- Firm CRD
- 281958