JT
Jaime Torres-mendoza
FIRST COMMAND ADVISORY SERVICES
Harker Heights, TX
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CRD#: 7250320
JT
Professional summary
Jaime Torres-mendoza is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Harker Heights, Texas and FIRST COMMAND BROKERAGE SERVICES, INC. located in Killeen, Texas.
Jaime is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Jaime has worked at 2 firms and has passed the Series 66, 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: Central Texas College ; Whether the business is investment-related: No ; Address of the other business: 6200 W Central Texas Expy, Killeen, TX 76549 ; Nature of the other business: Employment ; Your position, title, or relationship with the other business: Adjunct Professor ; The start date of your relationship: 11/18/2021 ; 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: Teaching new Medical Laboratory Technicians at the local Community College (2) Name of the other business: Robertson Blood Center Whether the business is investment-related: No Address of the other business: Bldg. 2250 761st Tank Battalion Ave, Fort Cavazos, TX 76544 Nature of the other business: Employment Your position, title, or relationship with the other business: Clinical Laboratory Scientist The start date of your relationship: Jan 27, 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: None Briefly describe your duties relating to the other business: Serve as a medical technologist in the Blood Donor Center with responsibilities including the Whole Blood and Apheresis programs. Perform donor prerequisite assessment including detailed medical histories, physical examinations, laboratory testing on analyzers, venous access and determining overall blood donor suitability. Review of donation history, donation interval, and an evaluation of the hemoglobin or complete blood count and blood chemistries as required through regulatory guidelines set by the American Association of Blood Banks, Food and Drug Administration, College of American Pathologist, Joint Commision on Accreditation of Healthcare Organizations, Department of Defense Medical Command and Robertson Blood Center, CRDAMC, Fort Cavazos, Texas.
CRS (Client Relationship Summary) - RIA
Click below to view Jaime Torres-mendoza'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
May 4, 2023 - Present
FIRST COMMAND ADVISORY SERVICES
Office #2: 3803 Levy Lane Suite 104, Killeen, TX 76542RIA
CRD#: 281958
Harker Heights, TX
Current
May 4, 2023 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 3803 Levy Lane Suite 104, Killeen, TX 76542BD
CRD#: 3641
KILLEEN, TX
Past
November 16, 2020 - December 6, 2022
FIRST COMMAND ADVISORY SERVICES
RIA
CRD#: 281958
Killeen, TX
Past
September 25, 2020 - December 6, 2022
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
KILLEEN, TX
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
Arkansas(8/8/2025)
RR
California(7/14/2025)
RR
North Carolina(7/14/2025)
RR
Texas(5/4/2023)
IAR
Texas(5/4/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/25/2020
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
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.
