Jonathon Na
Investment adviser representative at First Command Advisory Services
6 yearsExperience
2 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
6 years in the industry.
- First Command Advisory Services, Inc.Nov 2020 to now
- First Command Insurance Services, Inc.Nov 2020 to now
- First Command Brokerage Services IncJun 2020 to now
- Self EmployedJan 2020 to now
- Infinite Skies LLCJun 2019 to Dec 2019
- UnemployedFeb 2019 to Jun 2019
- Blackhawk Manufacturing GroupDec 2018 to Jan 2019
- Strike IndustriesFeb 2016 to Feb 2019
- Chapman UniversityAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7264825
- Firm CRD
- 281958