JG
Juan R. Garcia
FIRST COMMAND ADVISORY SERVICES
Gilbert, AZ
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CRD#: 7052965
JG
Professional summary
Juan Rafael Garcia is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Gilbert, Arizona and FIRST COMMAND BROKERAGE SERVICES, INC. located in Gilbert, Arizona.
Juan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Juan has worked at 2 firms and has passed the Series 65, Series 63, 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.
(1) Name of the other business: ASU Preparatory PolyTechnic Academy Whether the business is investment-related: No Address of the other business: 6950 E. Williams Field Road, Mesa, AZ 85212 Nature of the other business: Employment Your position, title, or relationship with the other business: ASU High School Soccer Coach The start date of your relationship: Jul 31, 2025 The approximate number of hours/month you devote to the other business: 21 to 40 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: Conditioning Coach for the ASU High School Boys Soccer Team from 31 July 2025 - 31 October 2025 (Fall Semester) and Soccer Camp during Spring Semester (2) Name of the other business: JRG Financial Stewardship, LLC Whether the business is investment-related: No Address of the other business: 1206 E. Warner Road, Suite 101F, Gilbert, AZ 85296 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Sole Member The start date of your relationship: Jul 01, 2025 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: LLC / S-Corporation used to run my First Command business as the sole member of my own business.
CRS (Client Relationship Summary) - RIA
Click below to view Juan Rafael Garcia'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
January 23, 2020 - Present
FIRST COMMAND ADVISORY SERVICES
Office #2: 1206 E. Warner Road Suite 101f, Gilbert, AZ 85296RIA
CRD#: 281958
Gilbert, AZ
Current
June 18, 2019 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 1206 E. Warner Road Suite 101f, Gilbert, AZ 85296BD
CRD#: 3641
Gilbert, AZ
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
Arizona(7/7/2021)
IAR
Arizona(7/27/2021)
RR
Oregon(7/9/2025)
RR
Washington(7/9/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/18/2019
General Securities Representative ExaminationGeneral 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.
