JB
Jeremy I. Ball
FIRST COMMAND ADVISORY SERVICES
Severna Park, MD
Some features on this profile are disabled
CRD#: 7155448
JB
Professional summary
Jeremy Ira Ball, who also goes by Jeremy Ball, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Severna Park, Maryland and FIRST COMMAND BROKERAGE SERVICES, INC. located in Odenton, Maryland.
Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Jeremy has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeremy Ball
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: US Navy ; Whether the business is investment-related: No ; Address of the other business: 1400 Postal Road Allentown, PA 18109 ; Nature of the other business: Military ; Your position, title, or relationship with the other business: Naval Reserves Officer ; The start date of your relationship: 4/1/2019 ; The approximate number of hours/month you devote to the other business: 11 - 20 ; The number of hours you devote to the other business during securities trading hours: 0 ; Briefly describe your duties relating to the other business: I affiliated with the Naval Reserves upon my resignation/departure from the active duty Navy in April of 2019, and in June of 2020 I will promote to Lieutenant Commander (O-4). In this role, I participate in a once-per-month drill weekend (outside of normal business hours) with a once-per-year two-week "annual training" evolution. Other than this two-week requirement, my normal role in the reserves does not impact my professional or personal life. From time to time I do participate in the military funeral honors program but this participation is on an as-needed or as-requested basis -- I am not required to participate, and only do when my schedule allows, a commitment which, on a given day, would occupy approximately 2 hours of my time. (2)Name of the other business: BALL FINANCIAL GROUP LLC ; Whether the business is investment-related: No ; Address of the other business: 121 Cathedral St (Suite 1B) Annapolis MD 21401 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner/President/CEO ; The start date of your relationship: 8/25/2021 ; The approximate number of hours/month you devote to the other business: 11 to 20 ; The number of hours you devote to the other business during securities trading hours: 11 to 20 ; Briefly describe your duties relating to the other business: This is the LLC (Management Company) that I use to run my business operations.
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Ira Ball'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 2, 2020 - Present
FIRST COMMAND ADVISORY SERVICES
Office #2: 2288 Blue Water Blvd, Suite 311, Odenton, MD 21113RIA
CRD#: 281958
Severna Park, MD
Current
May 15, 2020 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 2288 Blue Water Blvd Suite 311, Odenton, MD 21113BD
CRD#: 3641
Odenton, MD
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
California(10/20/2020)
RR
Connecticut(12/10/2024)
RR
Delaware(10/22/2020)
RR
District of Columbia(9/2/2020)
RR
Florida(1/6/2022)
RR
Maryland(9/2/2020)
IAR
Maryland(9/2/2020)
RR
Massachusetts(1/13/2025)
RR
Ohio(4/29/2025)
RR
Pennsylvania(9/24/2020)
RR
South Carolina(10/28/2025)
RR
Texas(5/26/2021)
IAR
Texas(5/26/2021)
RR
Virginia(9/2/2020)
RR
Wisconsin(4/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/15/2020
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
