John Hess
John Hess is a CFP-designated registered investment advisor at First Command Advisory Services, based in Orange Park, FL, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. 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
First Command offers investment management through its Asset Management Solutions (AMS) program. If you participate in the AMS program, First Command will manage and periodically rebalance your account assets consistent with the asset allocation for your chosen model portfolio. First Command and your Advisor will each share a portion of the wrap fee charged to you for your participation in the AMS program. First Command does not monitor AMS accounts on an individual basis.
Location
590 Wells Road, Suite 2, Orange Park, FL, 32073
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John owns Hess Financial Group Inc., an S-Corp previously used for his First Command business, dedicating about a quarter of his time, including some during trading hours. He also owns Synergy Business Suites, LLC (small office rentals) and Connections Co-work LLC (real estate/rental property), spending minimal time on each.
Employment History
Current Registrations
First Command Advisory Services
First Command Brokerage Services, INC.
First Command Brokerage Services, INC.Broker
Previous Registrations
First Command Financial Planning, INC.
Advanced Planning Securities, INC.Broker
State Registrations12 states
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