Advisor at First Command Advisory Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
First Command Advisory Services
Location
Johnson, VT
Credentials
Series 63, Series 65
Industry experience
10 years
Jane Pettit Castor is a financial advisor at First Command Advisory Services with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked with Northwestern Mutual and State Farm, among other firms. Outside of her advisory role, she serves as Treasurer for the Viking Diamond Club booster organization. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through financial planning, discretionary asset management, brokerage, insurance, and banking services. The firm emphasizes advisor-led, ongoing financial coaching and offers a structured 12-month Tailored Professional Services engagement alongside discretionary portfolio management through its in-house Investment Management Team.
Based on First Command Advisory Services
$0 - $250,000: 1.30% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% over $2,000,000+: 0.50%
Commissions apply to brokerage and insurance products purchased through affiliated broker-dealer and insurance agencies.
Account minimum: $20,000 Minimum fee: Financial planning fees through Tailored Professional Services (TPS) generally range from $750 to $3,000, negotiable. Fee-only: Tailored Professional Services financial planning fees from $750 to $3,000.
Johnson, VT
New Hampshire · Texas · Vermont
JPC Services, LLC
2025 - Present (1 year)
Sheppard AFB FFS
2024 - 2025 (1 year)
First Command Financial Planning, Inc.
2018 - Present (8 years)
Unemployed
2018 - 2018 (1 year)
Northwestern Mutual Life Insurance Company
2017 - 2018 (1 year)
Northwestern Mutual Investment Services LLC
2017 - 2018 (1 year)
Minot YMCA
2016 - 2018 (2 years)
Beachbody
2015 - 2018 (3 years)
State Farm Vp Management Corp.
2015 - 2017 (2 years)
Thorman Ins and Fin Svcs Inc
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Stowe, VT
Great Diamond Partners, LLC
Series 63, Series 65, Series 66
Stowe, VT
Continuum Advisory, LLC
ChFC®, Series 63
Stowe, VT
IAMS Wealth Management, LLC
Series 66
Morrisville, VT
Edward Jones
Series 66
Stowe, VT
Edward Jones
Series 63, Series 65
Stowe, VT
Merrill
G Thornton is a Wealth Management Advisor with Merrill Lynch Wealth Management. With a career in financial services beginning in 1991, G brings over three decades of experience, having joined Merrill in 1994 and serving many long-standing clients. His practice centers on creating customized financial plans tailored to clients' evolving personal and financial goals, emphasizing a personalized, concierge-level service approach. G and his team provide comprehensive support on a wide range of matters, including banking, complex estate plan execution, and access to Fiduciary Advisory Services for several retirement plans. His expertise includes college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, retirement income, and tax minimization. He holds a Bachelor's degree from Babson College and maintains professional credentials such as the Chartered Retirement Planning Counselor™ designation and the Certified Plan Fiduciary Advisory (CPFA™) credential. Residing in Marblehead, MA, G enjoys skiing and competitive sailing through the Eastern Yacht Club.
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