Jonathan Zermeno
Investment adviser representative at First Command Advisory Services
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- First Command Advisory Services , IncJul 2023 to now
- First Command Brokerage Services, IncJul 2023 to now
- First Command Insurance Services , IncJul 2023 to now
- First Command Brokerage Service IncMar 2023 to Jul 2023
- UnemployedApr 2021 to Mar 2023
- Sun West Mortgage CompanyApr 2013 to Apr 2021
- California Army National GuardJun 2010 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7719601
- Firm CRD
- 281958