JW
Jamie K. Wilson
FIRST COMMAND ADVISORY SERVICES
Radcliff, KY 40160
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CRD#: 7246636
JW
Professional summary
Jamie Kerchief Wilson, who also goes by Jamie Frances Kerchief, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Radcliff, Kentucky and FIRST COMMAND BROKERAGE SERVICES, INC. located in Bloomington, Indiana.
Jamie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Jamie has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jamie Frances Kerchief
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: Hopkinsville Community College ; Whether the business is investment-related: No ; Address of the other business: 720 North Dr., Hopkinsville, KY 42240 ; Nature of the other business: Employment ; Your position, title, or relationship with the other business: Adjunct Professor/Instructor ; The start date of your relationship: 8/6/2012 ; The approximate number of hours/month you devote to the other business: 6 - 10 ; The number of hours you devote to the other business during securities trading hours: 0 ; Briefly describe your duties relating to the other business: Teach "Achieving Academic Success" course online for Fort Campbell campus of Hopkinsville Community College on an as-needed/temp basis. (2) Name: Rodan & Fields Investment-related: No Address: 60 Spear St Ste 600, San Francisco, CA 94105 Nature of the other business: Other OBA Your position: R&F Consultant Start date: 01/01/21 The approximate number of hours/month you devote to the other business: 1 - 5 During securities trading hours: None Description of duties: Primarily participate as a consultant in order to purchase products at a discount for personal use. Occasionally (not frequently) receive commission off retail sale from a friend purchasing a product. (3) Name of the other business: Department of Navy ; Whether the business is investment-related: No ; Address of the other business: Code 0231, Bldg, 3373, 300 Highway 361, Crane, IN 47522-5001 ; Nature of the other business: Employment ; Your position, title, or relationship with the other business: Administrative/Technical Specialist ; The start date of your relationship: 6/20/2023 ; 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: None ; Briefly describe your duties relating to the other business: Contract Specialist-Research, create and develop procurement documents according to rules and regulations prescribed by US Government contracting guidelines. I keep this work separate from any First Command work I do.
CRS (Client Relationship Summary) - RIA
Click below to view Jamie Kerchief Wilson'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 17, 2020 - Present
FIRST COMMAND ADVISORY SERVICES
Office #1: 1003 N Wilson Rd Suite B, Radcliff, KY 40160RIA
CRD#: 281958
Radcliff, KY
Current
July 16, 2020 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #2: 1003 N Wilson Road Suite B, Radcliff, KY 40160BD
CRD#: 3641
Bloomington, IN
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(11/16/2020)
RR
Alaska(4/22/2025)
RR
California(5/20/2025)
RR
Colorado(4/22/2025)
RR
Florida(5/20/2025)
RR
Georgia(10/14/2022)
IAR
Georgia(4/23/2025)
RR
Hawaii(4/22/2025)
RR
Indiana(4/11/2022)
IAR
Indiana(2/19/2025)
RR
Kentucky(4/11/2022)
IAR
Kentucky(6/13/2022)
RR
Louisiana(4/22/2025)
RR
North Carolina(4/22/2025)
RR
North Dakota(4/22/2025)
RR
Texas(4/22/2025)
IAR
Texas(4/22/2025)
RR
Virginia(7/31/2024)
RR
Washington(4/22/2025)
RR
Wisconsin(4/22/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/16/2020
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
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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.
Company Information
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958Radcliff, KY 40160TRUST BUT VERIFY
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