JS
Jason R. Surya
FIRST COMMAND ADVISORY SERVICES
FORT WORTH, TX 76109
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CRD#: 5725444
JS
Professional summary
Jason Ronald Surya is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Fort Worth, Texas and FIRST COMMAND BROKERAGE SERVICES, INC. located in San Diego, California.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Jason has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 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.
Name: Surya Financial Services, Inc. Investment-related: Yes Address: 11639 Via Tavito San Diego, Ca 92128 Nature of the other business: Owner/Sole/Partner Your position: President Start date: 10/02/15 The approximate number of hours/month you devote to the other business: 1 - 5 During securities trading hours: None Description of duties: I use this corporation to operate my FC Business
CRS (Client Relationship Summary) - RIA
Click below to view Jason Ronald Surya'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
October 8, 2015 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 2650 Camino Del Rio North Suite 210, San Diego, CA 92108BD
CRD#: 3641
San Diego, CA
Past
October 8, 2015 - December 15, 2015
FIRST COMMAND BROKERAGE SERVICES, INC.
RIA
CRD#: 3641
OCEANSIDE, CA
Past
September 11, 2013 - October 5, 2015
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
SAN DIEGO, CA
Past
September 11, 2013 - October 5, 2015
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
SAN DIEGO, CA
Past
January 20, 2010 - September 11, 2013
FIRST COMMAND BROKERAGE SERVICES, INC.
RIA
CRD#: 3641
SAN DIEGO, CA
Past
January 1, 2010 - September 11, 2013
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
SAN DIEGO, CA
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(9/23/2022)
RR
Arizona(9/23/2022)
RR
California(10/8/2015)
IAR
California(12/15/2015)
RR
Colorado(9/23/2022)
RR
Delaware(9/17/2025)
RR
District of Columbia(9/17/2025)
RR
Florida(9/23/2022)
RR
Georgia(11/15/2024)
RR
Hawaii(9/23/2022)
RR
Idaho(6/4/2024)
RR
Illinois(9/23/2022)
RR
Indiana(2/6/2025)
RR
Iowa(9/23/2022)
RR
Kansas(9/17/2025)
RR
Louisiana(5/26/2023)
RR
Maine(11/7/2024)
RR
Maryland(9/23/2022)
RR
Massachusetts(3/12/2024)
RR
Michigan(9/23/2022)
RR
Minnesota(9/23/2022)
RR
Missouri(9/23/2022)
RR
Nebraska(5/26/2023)
RR
Nevada(9/23/2022)
RR
New Hampshire(5/26/2023)
RR
New Mexico(9/23/2022)
RR
New York(9/23/2022)
RR
North Carolina(9/23/2022)
RR
Ohio(9/26/2022)
RR
Oklahoma(9/30/2024)
RR
Oregon(9/23/2022)
RR
Pennsylvania(9/23/2022)
RR
South Carolina(9/23/2022)
RR
South Dakota(6/17/2025)
RR
Tennessee(9/10/2024)
RR
Texas(9/23/2022)
IAR
Texas(9/26/2022)
RR
Utah(5/31/2024)
RR
Virginia(9/23/2022)
RR
Washington(9/23/2022)
RR
West Virginia(9/23/2022)
RR
Wisconsin(9/23/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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.
