Jeffrey Wallace
Jeffrey Wallace is a ChFC-designated registered investment advisor at First Command Advisory Services, based in Oklahoma City, OK, with 22 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 113,591 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Schedule reflects the Partners, Foundations, and Select advisory programs. Other programs like Elite and Premier Income have separate fee schedules. Fees are negotiable for Elite accounts over $5 million.
Fee Estimator
Location
5604 SE 67th St, Oklahoma City, OK, 73135
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeffrey is an advisory board member of the Pheasant Pointe Home Owner's Association since 2010. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
First Command Brokerage Services, INC.
Previous Registrations
First Command Financial Planning, INC.
First Command Bank
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Christian YatesFirst Command Advisory Services
- Jason Hughart, CFPFourpath Capital Management, LLC
- Robert Strauss, CFAOrleans Capital Management CORP
- James Oplotnik, CFPAccess Advisory Group LLC
- Randy Thurman, CFP, PFSRetirement Investment Advisors INC
- Larnce Hicks, ChFCNorthwestern Mutual Investment Services,llc