JP
Jane M. Pettit-castor
FIRST COMMAND ADVISORY SERVICES
Johnson, VT
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CRD#: 6553730
JP
Professional summary
Jane Marie Pettit-castor, who also goes by Jane Marie Pettit, Jane Marie Pettit, Jane Pettit-castor, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Johnson, Vermont and FIRST COMMAND BROKERAGE SERVICES, INC. located in Johnson, Vermont.
Jane is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jane has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jane Marie Pettit | Jane Marie Pettit | Jane Pettit-Castor
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: JPC Services, LLC Whether the business is investment-related: No Address of the other business: Johnson, VT Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Oct 01, 2025 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: This is my new S Corp/LLC for my business. Also run our rental property income through this. (2) Name of the other business: Viking Diamond Club Whether the business is investment-related: No Address of the other business: 101 College St SW, Valley City, ND 58072 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Treasurer The start date of your relationship: Nov 01, 2024 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: I will be responsible for maintaining accurate records of transactions regarding the receiving and spending of funds for the booster club.
CRS (Client Relationship Summary) - RIA
Click below to view Jane Marie Pettit-castor'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
November 14, 2018 - Present
FIRST COMMAND ADVISORY SERVICES
Office #2: 6 Loudon Road, Suite 401,, Concord, NH 03301RIA
CRD#: 281958
Johnson, VT
Current
August 17, 2018 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #2: 6 Loudon Road Suite 401, Concord, NH 03301BD
CRD#: 3641
Johnson, VT
Past
June 28, 2017 - May 9, 2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MINOT, ND
Past
September 24, 2015 - May 26, 2017
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
BLOOMINGTON, 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".
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(6/23/2025)
RR
Massachusetts(5/28/2025)
RR
New Hampshire(11/6/2024)
IAR
New Hampshire(6/3/2025)
RR
New York(5/28/2025)
RR
Texas(3/9/2022)
IAR
Texas(3/10/2022)
RR
Utah(6/18/2024)
RR
Vermont(5/28/2025)
IAR
Vermont(5/29/2025)
RR
Virginia(8/7/2025)
RR
Washington(8/22/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/31/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product 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)Upgrade to AdvisorCheck Premium
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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.
