Amanda S. Jenkins

FIRST COMMAND ADVISORY SERVICES

Jenison, MI

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CRD#: 4289160

Professional summary

Amanda Sue Jenkins, who also goes by Amanda Jenkins, Mandy Sue Jenkins, Amanda Sue Jenkins, Amanda Sue Long, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Jenison, Michigan and FIRST COMMAND BROKERAGE SERVICES, INC. located in Fort Worth, Texas.

Amanda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Amanda has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Amanda Jenkins | Mandy Sue Jenkins | Amanda Sue Jenkins | Amanda Sue Long

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 Business: Jenison Lacrosse Address: Jenison, MI Nature of the Business: Non Profit Org. - Founder/Leadership Position/Title: Director Investment Related: No Start Date: 12/16/2019 Hours per month devoted to this business: 40 Hours per month devoted to this business during trading hours: 0 Description of duties: managing the board for a youth lacrosse program within my community of Jenison, Michigan (non-voting position). 2) Ms. Jenkins is a licensed life, accident and health insurance agent. She does not currently conduct any sales activity and does not earn commissions related to the sale of insurance.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda Sue Jenkins's CRS (Customer Relationship Summary).

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®

None

Experience

Current

December 8, 2022 - Present

FIRST COMMAND ADVISORY SERVICES

RIA

CRD#: 281958

Jenison, MI

Current

December 6, 2022 - Present

FIRST COMMAND BROKERAGE SERVICES, INC.

Office #1: 1 Firstcomm Plaza, Fort Worth, TX 76109

CRD#: 17490

GRAND RAPIDS, MI

Past

February 10, 2004 - September 15, 2004

NATCITY INVESTMENTS, INC.

CRD#: 17490

CLEVELAND, OH

Past

February 20, 2001 - January 16, 2004

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

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".

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.

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

Michigan
(12/8/2022)

Texas
(12/7/2022)

IAR

Texas
(12/8/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/29/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/19/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/14/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/16/2001

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/1/2006

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

FIRST COMMAND ADVISORY SERVICES

CRD#: 281958 / SEC#: 801-56942

RIA

Registered Investment Advisory firm - (7/28/2005 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP PROGRAM BROCHURE (10/30/2024)

DESCRIPTION OF SERVICES (10/30/2024)

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.

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Firm Stability Insights

Amanda S. Jenkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda Sue Jenkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST COMMAND BROKERAGE SERVICES, INC.

MCDONALD PARTNERS LLC

MCDONALD PARTNERS LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

NATCITY INVESTMENTS, INC.

NATCITY INVESTMENTS, INC.

NATCITY INVESTMENTS, INC.

BANC ONE SECURITIES CORPORATION

Primary Firm SEC Registration

FIRST COMMAND ADVISORY SERVICES

State Registrations and Notice Filings

Exams

Series 65

Date: 11/29/2004

Series 63

Date: 4/19/2001

SIE

Date: 10/1/2018

Series 7

Date: 1/14/2002

Series 6

Date: 2/16/2001

Series 24

Date: 11/1/2006

FINRA

Current Firm

FIRST COMMAND ADVISORY SERVICES

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIRST COMMAND ADVISORY SERVICES

TRUST BUT VERIFY

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