Jessica Lynn Wolford
Investment adviser representative at First Command Advisory Services
10 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
10 years in the industry.
- First Command Advisory ServicesMar 2024 to now
- First Command Brokerage ServicesMar 2024 to now
- First Command Insurance ServicesMar 2024 to now
- UnemployedNov 2023 to Mar 2024
- First Command Advisory ServicesAug 2021 to Oct 2023
- First Command Financial PlanningAug 2021 to Oct 2023
- First Command Insurance ServicesAug 2021 to Oct 2023
- First Command Financial ServicesApr 2021 to Aug 2021
- University of PhoenixOct 2019 to Apr 2021
- UnemployedDec 2017 to Oct 2019
- Fairbanks Memorial HospitalApr 2017 to Dec 2017
- State Wide Oil Field ServicesAug 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (PR, 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
- 7360974
- Firm CRD
- 281958