JO
John N. Oldham
FIRST COMMAND ADVISORY SERVICES
Huntsville, AL 35802
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CRD#: 6385357
JO
John N OldhamFIRST COMMAND ADVISORY SERVICES
Professional summary
John N Oldham is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Huntsville, Alabama and FIRST COMMAND BROKERAGE SERVICES, INC. located in Huntsville, Alabama.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. John has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
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: JNO Properties LLP Whether the business is investment-related: No Address of the other business: 1608 Four Mile Post Road, Huntsville, AL 35802 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: I own the building, I'll be entity managing shareholder and owner The start date of your relationship: Jan 01, 2025 The approximate number of hours/month you devote to the other business: 6 to 10 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: I recently built a new building for the First Command office in Huntsville, HAL. In January, I'll move the building from my advisory entity, JNO Services, to the real estate business, JNO Properties. Current First Command advisors will pay rent to JNO properties instead of paying rent to an outside agency like we have been doing. Since it's an LLP, I have the ability to sell slices of ownership to current BHM advisors who are interested in commercial RE ownership. This may happen in 2025, but has not happened yet. For the near future, this investment is not cash flowing. The monthly mortgage is ~$10,000, and I'm only billing $6,500 to the advisors for now. As we add more advisors, the building will cash flow, but I'm making no profit off the building as of now. (2) Name of the other business: JNO Services LLC Whether the business is investment-related: Yes Address of the other business: 1608 Four Mile Post Road, Huntsville, AL 35802 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Feb 13, 2015 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: JNO Services is the LLC I established in 2015 when I started with First Command for the sole reason of operating my First Command business. It has grown to an S-Corp, all my admin employees are employees of JNO Services. I run payroll through this entity. Even though I'm disclosing this activity as an OBA, the only reason it exists is to conduct First Command business.
CRS (Client Relationship Summary) - RIA
Click below to view John N Oldham'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: 1607 Four Mile Post Rd, Huntsville, AL 35802RIA
CRD#: 281958
Huntsville, AL
Current
October 22, 2014 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 1608 Four Mile Post Rd, Huntsville, AL 35802Office #2: 8097 Madison Boulevard Suite #103, Madison, AL 35758BD
CRD#: 3641
Huntsville, AL
Past
November 17, 2014 - December 15, 2015
FIRST COMMAND BROKERAGE SERVICES, INC.
RIA
CRD#: 3641
New London, CT
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(7/23/2015)
IAR
Alabama(9/30/2020)
RR
Alaska(2/24/2026)
RR
Arizona(4/15/2024)
RR
California(6/21/2024)
RR
Colorado(8/17/2022)
RR
Connecticut(11/17/2014)
RR
Florida(1/14/2020)
RR
Georgia(7/23/2015)
RR
Hawaii(3/12/2026)
RR
Idaho(5/4/2026)
RR
Illinois(8/17/2022)
RR
Indiana(4/28/2023)
RR
Kentucky(5/12/2023)
RR
Maine(2/24/2026)
RR
Maryland(4/29/2026)
RR
Massachusetts(3/8/2019)
RR
Michigan(5/16/2024)
RR
Mississippi(10/9/2020)
IAR
Mississippi(10/9/2020)
RR
Missouri(1/26/2026)
RR
Montana(3/3/2026)
RR
Nebraska(12/9/2025)
RR
Nevada(4/14/2026)
RR
New Hampshire(12/2/2025)
RR
New Jersey(1/16/2025)
RR
New Mexico(2/9/2026)
RR
New York(11/17/2014)
RR
North Carolina(8/17/2022)
RR
Ohio(8/18/2022)
RR
Oklahoma(8/17/2022)
RR
Pennsylvania(12/8/2017)
RR
South Carolina(2/15/2024)
RR
Tennessee(8/2/2017)
RR
Texas(8/17/2022)
IAR
Texas(8/19/2022)
RR
Virginia(8/2/2017)
RR
Washington(6/9/2020)
RR
Wisconsin(8/17/2022)
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
Registered Investment Advisory firm - (7/28/2005 Approved)Loading...
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 | 113,591 |
| AUM (Assets Under Management) | $ 24,429,418,155 |
Red Flags
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Company Information
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958Huntsville, AL 35802TRUST BUT VERIFY
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