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.
Location
Killeen, TX 76542
Credentials
Series 66
Industry experience
4 years
Ramon Jimenez is a financial advisor with First Command Advisory Services in Belton, TX, holding a Series 66 designation and four years of industry experience. He has worked extensively within various First Command entities since 2021. Outside of his advisory role, he owns and manages two non-investment-related businesses, Epiphany Management Solutions, LLC and Epiphany Real Estate, LLC, and serves on the boards of two small nonprofits focused on community support. First Command Advisory Services serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured planning engagements alongside discretionary asset management based on in-house model portfolios.
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.
3803 Levy Lane, Suite 104
Killeen, TX 76542
Texas
First Command Insurance Services, Inc.
2022 - Present (4 years)
First Command Advisory Services, Inc.
2022 - Present (4 years)
First Command Brokerage Services, Inc.
2022 - Present (4 years)
First Command
2021 - 2022 (1 year)
Epiphany Management Solutions
2013 - Present (13 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.
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