Jerad HouserCRD Number: 6272196
Current Firm: First Command Advisory Services
Jerad Houser (CRD# 6272196) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has over 3 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||Jun 2014 - Current||2|
|First Command Insurance Services, Inc.||Fort Worth, TX||Jun 2014 - Current||2|
|Colorado National Guard||Centennial, Co, CO||Apr 2008 - Current||9|
|Colorado National Guard||Centennial, CO||Apr 2006 - Current||11|
|Houser Woodworking||Campo, CO||Jan 2000 - Current||17|
|First Command Financial Planning||Fort Worth, TX||Nov 2013 - May 2014||< 1|
|Volt Technologies||Highlands Ranch, CO||May 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
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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