JB
Jennifer S. Berlin
FIRST COMMAND ADVISORY SERVICES
Fort Worth, TX 76109
Some features on this profile are disabled
CRD#: 4437298
JB
Professional summary
Jennifer Sue Berlin, who also goes by Jennifer Sue Bare, Jennifer S Reece, Jennifer Sue Reece, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Fort Worth, Texas and FIRST COMMAND BROKERAGE SERVICES, INC. located in Fort Worth, Texas.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Jennifer has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 26 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer Sue Bare | Jennifer S Reece | Jennifer Sue Reece
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: Turtle Nest Planning Whether the business is investment-related: No Address of the other business: 8129 Causeway Blvd S St Petersburg FL 33707 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: 01/01/19 The approximate number of hours/month you devote to the other business: 1 - 5 The number of hours you devote to the other business during securities trading hours: 1 - 5 Briefly describe your duties relating to the other business: This is my Pass though S Corp for business expenses related to being a DA. (2) Name of the other business: Tierra Verde Bait and Tackle ; Whether the business is investment-related: No ; Address of the other business: 108 Pinellas Bayway S Tierra Verde, FL 33715 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Co-Owner ; The start date of your relationship: 05/01/20 ; 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: None ; Briefly describe your duties relating to the other business: Family Owned Business (3)Name: Berlin Boil Business DBA Outer Banks Boil Company Investment-related: No Address: Dolphin Village Shopping Center C/O Outer Banks Boil Co. 4655 Gulf Blvd St. Petersburg Beach, FL 33706 Nature of the other business: Owner/Sole/Partner Your position: Managing Partner Start date: 12/01/20 The approximate number of hours/month you devote to the other business: 6 - 10 During securities trading hours: None Description of duties: Family Business that I consult on. I will not directly draw a paycheck at this time.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Sue Berlin'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®
NoneExperience
Current
December 15, 2015 - Present
FIRST COMMAND ADVISORY SERVICES
Office #1: 1 Firstcomm Plaza, Fort Worth, TX 76109RIA
CRD#: 281958
Fort Worth, TX
Current
April 9, 2013 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 1 Firstcomm Plaza, Fort Worth, TX 76109BD
CRD#: 3641
Fort Worth, TX
Past
May 14, 2013 - December 15, 2015
FIRST COMMAND BROKERAGE SERVICES, INC.
RIA
CRD#: 3641
TAMPA, FL
Past
December 12, 2001 - October 6, 2003
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
SARASOTA, FL
Past
December 11, 2001 - October 6, 2003
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
ATLANTA, GA
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
Florida(1/18/2019)
IAR
Florida(3/19/2019)
RR
Texas(10/22/2021)
IAR
Texas(10/26/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FC
FIRST COMMAND ADVISORY SERVICES
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
RIA
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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.
