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Jason Vaughn

Investment adviser representative at First Command Advisory Services
11 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

11 years in the industry.

  1. First Command Advisory Services, Inc.Feb 2026 to now
  2. First Command Insurance Services, Inc.Feb 2026 to now
  3. First Command Brokerage Services, Inc.Oct 2025 to now
  4. Capital OneSep 2018 to Nov 2025
  5. UnemployedAug 2017 to Sep 2018
  6. WalmartFeb 2015 to Aug 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2026
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 2 states (MD, 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
8182012
Firm CRD
281958
Advisor's SEC record (opens in a new tab)
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