Jody Knutsen (CRD# 6546586) is an Investment Advisor Representative working at First Command Advisory Services in Garden Grove, CA and has over 8 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Command Advisory Services | Fort Worth, TX | Feb 2016 - Current | 8 |
| First Command Financial Planning , Inc. | Fort Worth, TX | Feb 2016 - Current | 8 |
| First Command Insurance Services | Fort Worth, TX | Feb 2016 - Current | 8 |
| U.s. Army / California National Guard | Sacramento, CA | Jun 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- CA
- TX
-
Total Assets Under Management17,482MILLIONS
-
Total Number of Accounts107,959ACCOUNTS
-
Average Account Value$161,929
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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