Ramon Jimenez
Ramon Jimenez is a registered investment advisor at First Command Advisory Services, based in Fort Worth, TX, with 4 years of industry experience. Ramon 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
1 Firstcomm Plaza, Fort Worth, TX, 76109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ramon is the owner of Epiphany Real Estate, LLC since 2017, dedicating minimal time to oversight and financial management. He also owns Epiphany Management Solutions, LLC since 2010, spending about 10-20% of his time on business operations and contract fulfillment. Ramon is also the treasurer of a small, mostly dormant non-profit, Thirsty People, and the secretary for Rio Bravo Project.
Employment History
Current Registrations
First Command Advisory Services
First Command Brokerage Services, INC.
First Command Brokerage Services, INC.Broker
State Registrations3 states
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