JL
James D. Logan
FIRST COMMAND ADVISORY SERVICES
Silverdale, WA 98383
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CRD#: 7144506
JL
Professional summary
James Data Logan, who also goes by Data Bellinger, James Brian Bellinger, Data Logan, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Silverdale, Washington and FIRST COMMAND BROKERAGE SERVICES, INC. located in Silverdale, Washington.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. James has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Data Bellinger | James Brian Bellinger | Data Logan
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)National Association of Parliamentarians Investment-related: No Address: 213 South Main Street, Independence, MO 64050 Nature of the other business: Community Activity Your position: member Start date: 04/08/19 The approximate number of hours/month you devote to the other business: 1 - 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: merely a member of the organization at this point, but there is the possibility that I could earn a little bit of money if I do Parliamentarian work (2)FairVote Washington Investment-related: No Address: 4314 193rd Ave SE, Issaquah, WA 98027-9704 Nature of the other business: Board Membership Your position: officer Start date: 01/01/17 The approximate number of hours/month you devote to the other business: 1 - 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: I serve as an officer within the organization, both at the county level (which is not separately incorporated) and at the state level (at which level the non-profit non-political organization is incorporated) (3)Libertarian Party Investment-related: No Address: 85 NW 64th St, Bremerton, WA 98311 Nature of the other business: Board Membership Your position: Officer at County and State level Start date: 06/01/16 The approximate number of hours/month you devote to the other business: 1 - 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: I am an officer of Libertarian Party of Kitsap County and Libertarian Party of Washington (state) (4)Name of the other business: Ballib Bulwarking LLC Whether the business is investment-related: Yes Address: 85 NW 64th St Bremerton, WA 98311 Nature of the other business: Owner/Sole/Partner Your position: owner and operator Start date: 6/12/20 Number of hours/month you devote to the other business: Over 40 During securities trading hours: Over 40 LLC that contains all the work I do as an Independent Contractor with First Command Financial
CRS (Client Relationship Summary) - RIA
Click below to view James Data Logan'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
September 11, 2019 - Present
FIRST COMMAND ADVISORY SERVICES
Office #1: 10049 Kitsap Mall Blvd Nw Suite 289, Silverdale, WA 98383RIA
CRD#: 281958
Silverdale, WA
Current
August 12, 2019 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 10049 Kitsap Mall Blvd Nw Suite 289, Silverdale, WA 98383BD
CRD#: 3641
Silverdale, WA
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
Washington(9/11/2019)
IAR
Washington(9/11/2019)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/12/2019
General Securities Representative ExaminationGeneral 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)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
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Check for any disclosures as part of your thorough research when choosing an advisor.
