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
Hanford, CA
Credentials
Series 66
Industry experience
6 years
Rebecca Jones is a financial advisor with First Command Advisory Services, holding a Series 66 designation and six years of industry experience. She has been with First Command and its affiliated entities since 2020. Prior to her financial services career, she worked in retail and veterinary clinic roles. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, and insurance products. The firm emphasizes advisor-led planning relationships and offers structured, ongoing financial coaching through its Tailored Professional Services and Asset Management Solutions programs.
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.
Hanford, CA
California · Washington
First Command Advisory Services, Inc
2020 - Present (6 years)
First Command Insurance Services, Inc
2020 - Present (6 years)
First Command Brokerage Services Inc
2020 - Present (6 years)
First Command Financial Planning, Inc
2020 - 2020 (1 year)
Bath and Body Works
2019 - 2020 (1 year)
Ridgetop Animal Hospital
2019 - 2019 (1 year)
Burke Veterinary Clinic
2015 - 2019 (4 years)
Bath and Body Works
2014 - 2018 (4 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 66
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