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RJ

Rebecca A. Jarrell

FIRST COMMAND ADVISORY SERVICES
Biloxi, MS 39530
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CRD#: 7672384
RJ

Professional summary


Rebecca Anne Jarrell, who also goes by Rebecca Anne Murphy, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Biloxi, Mississippi and FIRST COMMAND BROKERAGE SERVICES, INC. located in Biloxi, Mississippi.

Rebecca is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Rebecca has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Rebecca Anne Murphy

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: Jarrell Financial Planning LLC Whether the business is investment-related: No Address of the other business: 4031 Mallard Cove Apt A, Gulfport, MS, 39501 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Aug 16, 2024 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: 1 to 5 Briefly describe your duties relating to the other business: This business entity used solely for First Command purposes for my role as an advisor. (2)Name of the other business: US Navy Whether the business is investment-related: No Address of the other business: NMCB 11, 276 Marvin Shields Blvd, Gulfport, MS 39501 Nature of the other business: Other OBA Your position, title, or relationship with the other business: NMCB 11 Ombudsman The start date of your relationship: Aug 11, 2025 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: An ombudsman is a trained volunteer who acts as the go-between for the military command and families. I will share official updates, connect families with helpful resources, and be there to listen if concerns come up. It's all confidential, and my main goal is to keep communication strong, make sure families feel supported, and help keep the unit running smoothly.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Rebecca Anne Jarrell's CRS (Customer Relationship Summary).
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®
None

Experience


Current

November 22, 2023 - Present

FIRST COMMAND ADVISORY SERVICES

Office #1: 750 Dr Mlk Jr Blvd, Biloxi, MS 39530
RIA
CRD#: 281958
Biloxi, MS
Current

August 29, 2023 - Present

FIRST COMMAND BROKERAGE SERVICES, INC.

Office #1: 750 Dr Martin L King Jr Blvd, Biloxi, MS 39530
BD
CRD#: 3641
Biloxi, MS

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
(12/18/2023)
RR
Louisiana
(12/18/2023)
RR
Mississippi
(11/22/2023)
IAR
Mississippi
(11/22/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/17/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/28/2023
General Securities Representative Examination
General 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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP PROGRAM BROCHURE (10/30/2024)

Regulatory assets under management


Total Number of Accounts110,166
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#: 281958Biloxi, MS 39530

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