Jerome Montoya
Investment Adviser Representative at First Command Advisory Services
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jerome Montoya is an investment adviser representative with First Command Advisory Services in Fort Bragg, NC, where they have been registered since 2025. They have worked in the securities industry since 2024. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in North Carolina and Texas.
Registrations & licenses
- Investment adviser:
- North Carolina, Texas
- Broker:
4 states and territories
Florida, Maryland, North Carolina, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- First Command Brokerage ServicesDec 2023 – Jan 2025Fort Worth, TX
- U.S. ArmyAug 2001 – Jul 2024Fort Liberty, NC
- First Command Brokerage Services, Inc.Jan 2025 – no end date reportedFort Worth, TX
- First Command Advisory Services, Inc.Jan 2025 – no end date reportedFort Worth, TX
- First Command Insurance Services, Inc.Jan 2025 – no end date reportedFort Worth, TX
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About First Command Advisory Services
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $5,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,052
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Fort Worth, TX
- SEC file number:
- 801-56942
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 21, 2026
View full firm profileOther advisors at First Command Advisory Services
Showing 12 of 1,052 in the directory
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jerome Montoya has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched