James A. Amerman

FIRST COMMAND ADVISORY SERVICES

San Diego, CA

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CRD#: 6151078

Professional summary

James Andrew Amerman, CFP® is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in San Diego, California and FIRST COMMAND BROKERAGE SERVICES, INC. located in Fort Worth, Texas.

James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. James has worked at 6 firms and has passed the Series 63, Series 65, Series 7TO and SIE 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 of the other business: CalCPA Whether the business is investment-related: Yes Address of the other business: California Society of CPAs, 500 Capitol Mall, Suite 1760, Sacramento, CA 95814 Nature of the other business: Community Activity Your position, title, or relationship with the other business: Instructor The start date of your relationship: Jan 01, 2022 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: 1 to 5 Briefly describe your duties relating to the other business: Create slides and record educational instruction on Roth Strategies. Once a quarter, they launch the recording and I answer questions in the chat. New slides need to be created for 2025. I authored an article for their magazine in 2023, and that is a possibility for the future.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Andrew Amerman'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

July 22, 2024 - Present

FIRST COMMAND ADVISORY SERVICES

RIA

CRD#: 281958

San Diego, CA

Current

February 21, 2024 - Present

FIRST COMMAND BROKERAGE SERVICES, INC.

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

CRD#: 3641

Fort Worth, TX

Past

August 26, 2021 - April 21, 2023

FORTRESS WEALTH MANAGEMENT, INC.

RIA

CRD#: 110279

CULVER CITY, CA

Past

June 25, 2021 - August 13, 2021

ADVICEPERIOD, LLC

RIA

CRD#: 169828

LOS ANGELES, CA

Past

December 15, 2015 - December 24, 2018

LOURDMURRAY

RIA

CRD#: 140305

BEVERLY HILLS, CA

Past

January 15, 2013 - November 3, 2015

PURE FINANCIAL ADVISORS, LLC

RIA

CRD#: 144316

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".

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

California
(3/4/2024)

IAR

California
(7/22/2024)

Texas
(3/4/2024)

IAR

Texas
(7/22/2024)

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

Series 63

Date: 3/1/2024

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/14/2013

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/20/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/4/2024

Securities Industry Essentials 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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Advisor Monitoring

Firm Stability Insights

James A. Amerman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Andrew Amerman's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST COMMAND BROKERAGE SERVICES, INC.

FORTRESS WEALTH MANAGEMENT, INC.

ADVICEPERIOD, LLC

LOURDMURRAY

PURE FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

FIRST COMMAND ADVISORY SERVICES

State Registrations and Notice Filings

Exams

Series 63

Date: 3/1/2024

Series 65

Date: 1/14/2013

Series 7TO

Date: 2/20/2024

SIE

Date: 2/4/2024

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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