James Meier
Investment adviser representative at First Command Advisory Services
28 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
28 years in the industry.
- First Command Insurance Services, Inc.Feb 2026 to now
- First Command Advisory Services, Inc.Jan 2026 to now
- First Command Brokerage Services, Inc.Jul 2025 to now
- Family-owned Real Estate/rental PropertyJul 2010 to now
- The Juice Plus+ CompanyOct 2008 to now
- United States Air ForceMay 1998 to Jul 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (AL, 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
- 8117573
- Firm CRD
- 281958