RJ
Ramon Jimenez
FIRST COMMAND ADVISORY SERVICES
Belton, TX
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CRD#: 7363996
RJ
Professional summary
Ramon Jimenez, who also goes by Ray Jimenez, Raymon Jimenez, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Belton, Texas and FIRST COMMAND BROKERAGE SERVICES, INC. located in Killeen, Texas.
Ramon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Ramon has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ray Jimenez | Raymon Jimenez
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: Epiphany Real Estate, LLC ; Whether the business is investment-related: No ; Address of the other business: 148 Montara Circle Belton, TX 76513 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 1/6/2017 ; 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: Provide oversight of all operations to include financial management. Ultimate responsibility for the profitability of the company. (2)Name of the other business: Epiphany Management Solutions, LLC ; Whether the business is investment-related: No ; Address of the other business: 148 Montara Circle Belton, TX 76513 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 1/21/2010 ; 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: 1 to 5 ; Briefly describe your duties relating to the other business: Provide oversight of all business operations and fulfillment of company contracts, to include: financial management, human resource management, recruiting, and customer satisfaction. Ultimate responsibility for the operational performance and profitability of the company. (3)Name of the other business: Thirsty People ; Whether the business is investment-related: No ; Address of the other business: 148 Montara Circle Belton, TX 76513 ; Nature of the other business: Board Membership ; Your position, title, or relationship with the other business: Treasurer ; The start date of your relationship: 8/1/2022 ; 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 extremely small non-profit has been dormant since 2015. My wife is the President and, although my official position is Treasurer, my only duty was to maintain the checking account which rarely, if ever, exceeded $10,000. We have not even held a meeting since 2015. Approximate hours per month, for last 7 years, has been ZERO, however one of the following questions does not allow for anything less than "1-5" hours in the response. (4)Name of the other business: Rio Bravo Project ; Whether the business is investment-related: No ; Address of the other business: 716 Dorsey Lane El Paso, TX 79912 ; Nature of the other business: Board Membership ; Your position, title, or relationship with the other business: Secretary ; The start date of your relationship: 3/31/2021 ; 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: Take minutes during the Board meetings which are held twice per year. This is a very small non-profit that provides Jiu-Jitsu and Tutoring to children in the poorest neighborhoods of Juarez, Mexico. The purpose is to provide Hope to poor, Mexican families. Although I technically have check writing authority, I do not have any checks, never intend to write a check, and the Bank is located 800 miles away from me.
CRS (Client Relationship Summary) - RIA
Click below to view Ramon Jimenez'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
January 12, 2022 - Present
FIRST COMMAND ADVISORY SERVICES
Office #2: 3803 Levy Lane Suite 104, Killeen, TX 76542RIA
CRD#: 281958
Belton, TX
Current
December 17, 2021 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 3803 Levy Lane Suite 104, Killeen, TX 76542BD
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
Colorado(7/1/2022)
RR
District of Columbia(9/18/2024)
RR
Texas(1/12/2022)
IAR
Texas(1/12/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/17/2021
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
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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.
