Jesse Jeremiah Goertzen
Investment adviser representative at First Command Advisory Services
12 yearsExperience
2 statesRegistered in
$24.4BFirm assets
21 yearsFirm in business
Are you Jesse Jeremiah Goertzen? 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
12 years in the industry.
- First Command Advisory ServicesFeb 2024 to now
- First Command Insurance ServicesFeb 2024 to now
- First Command Brokerage ServicesJan 2024 to now
- Minot Public SchoolsAug 2023 to now
- Thrivent FinancialJun 2023 to Dec 2023
- Thrivent Investment Management Inc.May 2023 to Dec 2023
- Peoples State Bank of VelvaSep 2017 to May 2023
- UnemployedMay 2017 to Sep 2017
- Minot State UniversityAug 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (ND, 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
- 7714865
- Firm CRD
- 281958