JT
John E. Taylor
FIRST COMMAND ADVISORY SERVICES
Woodbridge, VA 22192
Some features on this profile are disabled
CRD#: 7304266
JT
Professional summary
John Edward Taylor is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Woodbridge, Virginia and FIRST COMMAND BROKERAGE SERVICES, INC. located in Woodbridge, Virginia.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. John 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: Woodbridge First Church of the Nazarene Whether the business is investment-related: No Address of the other business: 14001 Smoketown Road Woodbridge, VA 22192 Nature of the other business: Financial Your position, title, or relationship with the other business: Church Finance Director The start date of your relationship: 05/2024 The approximate number of hours/month you devote to the other business: 6 to 10 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Unpaid position at the church. ? Develop, supervise, and schedule a finance team of weekly counters and semiannual auditors ? Oversee monthly financial statements ? Coordinate financial audits every six month ? Oversee payment of staff and payroll taxes, tax forms, and worker's compensation ? Issue donor giving statements and employee W2s prior to January 31 each year ? Calculate and pay and monthly denominational funding ? Prepare invoicing and monitor monies for accounts receivable (e.g. occasional tenant expenses likes snow-plowing cost-share) ? Monitor and advise on banking relationships, interest and debt rates, online giving software, bookkeeping software, etc. ? Work with senior pastor and board in making annual budget and presenting annual report ? Recommend a treasurer to the board, develop a working relationship with the treasurer, cross-train on the position to audit his/her work and provide back-up support as needed (2) Name of the other business: JET's Financial Services LLC Whether the business is investment-related: Yes Address of the other business: 4044 Cardinal Crest Drive, Woodbridge, VA 22193 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Business Owner The start date of your relationship: Aug 01, 2022 The approximate number of hours/month you devote to the other business: 1 to 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: This is my business for tax purposes. I don't use it for anything else. Name only.
CRS (Client Relationship Summary) - RIA
Click below to view John Edward Taylor'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, 2021 - Present
FIRST COMMAND ADVISORY SERVICES
Office #1: 13625 Office Pl Suite 201, Woodbridge, VA 22192RIA
CRD#: 281958
Woodbridge, VA
Current
June 17, 2021 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 13625 Office Place Suite 201, Woodbridge, VA 22192BD
CRD#: 3641
Woodbridge, VA
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(7/27/2022)
RR
District of Columbia(11/17/2021)
RR
Iowa(8/29/2022)
RR
Maryland(11/17/2021)
RR
Montana(2/28/2023)
RR
North Carolina(3/1/2022)
RR
Texas(7/20/2022)
IAR
Texas(7/20/2022)
RR
Virginia(11/17/2021)
IAR
Virginia(11/17/2021)
RR
Wisconsin(10/23/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/17/2021
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.
Company Information
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958Woodbridge, VA 22192TRUST BUT VERIFY
Monitor John Taylor
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
