Jonathan Scott Kluck
Investment adviser representative at First Command Advisory Services
30 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
30 years in the industry.
- First Command Advisory ServicesSep 2026 to now
- Adams Five Star School DistrictJun 2026 to now
- First Command Brokerage Services Inc.Jun 2026 to now
- Amazon Web ServicesAug 2021 to Mar 2026
- United States ArmyJul 1996 to Oct 2021
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 (CO, 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
- 8304281
- Firm CRD
- 281958