Jason WillitsCRD Number: 6105713
Current Firm: First Command Advisory Services
Jason Willits (CRD# 6105713) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has over 4 years of experience in the finance industry.
Box Financial Advisors, LLC
Wells Fargo Advisors Financial Network, LLC
Schulz Wealth, Ltd.
|First Command Advisory Services||Fort Worth, TX||Dec 2015 - Current||1|
|First Command Financial Planning. Inc.||Fort Worth, TX||Apr 2014 - Current||3|
|First Command Insurance Services, Inc.||Fort Worth, TX||Apr 2014 - Current||3|
|195th Fsc (so) (a), Army National Guard||Omaha, NE||Nov 2009 - Current||7|
|First Command Financial Planning, Inc.||Fort Worth, TX||Aug 2012 - Apr 2014||1|
|United States Army||Fort Riley, KS||Jan 2011 - Mar 2014||3|
|Creighton University||Omaha, NE||May 2012 - Aug 2012||< 1|
|Borders Group, Inc.||Omaha, NE||Nov 2003 - Dec 2010||7|
|1075th Tc Nebraska Army National Guard||Columbus, NE||Aug 2002 - Nov 2009||7|
|University Of Nebraska||Omaha, NE||Sep 2000 - May 2009||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management9,608MILLIONS
Total Number of Accounts78,155ACCOUNTS
Average Account Value$122,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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