JG
John R. Grigsby
FIRST COMMAND ADVISORY SERVICES
GARDEN RIDGE, TX
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CRD#: 1198673
JG
Professional summary
John Robert Grigsby JR, CFP® is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Garden Ridge, Texas and FIRST COMMAND BROKERAGE SERVICES, INC. located in Universal City, Texas.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. John has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Name of the other business: Rental Property ; Whether the business is investment-related: Not Investment-related ; Address of the other business: ; Nature of the other business: Rental Property ; Your position, title, or relationship with the other business: Spouse owns the rental property ; The start date of your relationship: 1/1/2017 ; The approximate number of hours/month you devote to the other business: <5% ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: We occasionally rent a time share that is in my wife's name. (2) Name of the other business: Viking Financial Services LLC Whether the business is investment-related: Yes Address of the other business: 21226 Stams Cir, Garden Ridge TX 78266 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Jan 01, 2023 The approximate number of hours/month you devote to the other business: Over 40 The number of hours you devote to the other business during securities trading hours: Over 40 Briefly describe your duties relating to the other business: Provide financial services and administrative support to John R Grigsby, Advisor 0914
CRS (Client Relationship Summary) - RIA
Click below to view John Robert Grigsby JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2007
Experience
Current
December 15, 2015 - Present
FIRST COMMAND ADVISORY SERVICES
Office #2: 2101 Pat Booker Road Suite 108, Universal City, TX 78148RIA
CRD#: 281958
GARDEN RIDGE, TX
Current
October 19, 1983 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 2101 Pat Booker Road Suite 108, Universal City, TX 78148BD
CRD#: 3641
Universal City, TX
Past
September 2, 2005 - December 15, 2015
FIRST COMMAND BROKERAGE SERVICES, INC.
RIA
CRD#: 3641
CIBOLO, TX
Past
April 12, 2004 - September 2, 2005
FIRST COMMAND BANK
RIA
CRD#: 128851
FORT WORTH, TX
Past
April 10, 2003 - April 12, 2004
FIRST COMMAND BROKERAGE SERVICES, INC.
RIA
CRD#: 3641
CIBOLO, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FC
FIRST COMMAND ADVISORY SERVICES
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
RIA
Registered Investment Advisory firm - (7/28/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/20/2025)
RR
Hawaii(1/26/2022)
RR
Indiana(1/29/2015)
RR
Iowa(9/25/2009)
RR
Mississippi(11/5/2009)
RR
Missouri(10/1/2009)
RR
New Mexico(8/2/2019)
RR
Oklahoma(6/7/2010)
RR
Oregon(10/1/2009)
RR
Texas(10/28/1983)
IAR
Texas(12/15/2015)
RR
Utah(7/15/2019)
RR
Virginia(4/4/2019)
RR
Washington(1/17/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FC
FIRST COMMAND ADVISORY SERVICES
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
RIA
Registered Investment Advisory firm - (7/28/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 Firstcomm Plaza, Fort Worth, TX 76109
Mailing Address
Po Box 2387, Fort Worth, TX 76113-2387
Phone number
(817) 731-8621
Established
Firm type
Fiscal year end
# of Employees
1,787
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 110,166 |
| AUM (Assets Under Management) | $ 22,090,760,499 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
