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First Command Universal City

Jason Smith

First Command Registered Principal and District Advisor
Contact
(210) 658-0267
2101 Pat Booker Rd
STE 108
Universal City, Texas, 78148
About Jason
Jason Smith joined First Command Financial Services as the Associate Director of Strategic Development in February 2010. With 20+ years of Industry experience, Jason has previously held senior leadership positions in sales, strategy, finance, technology and marketing. Previously, he was the Vice president of Product Development, Field Leadership and Strategy at GM Financial.

A graduate of the University of North Texas with a Bachelor’s degree in Strategic Business Management, Jason holds Series 7, 66 and 24 securities licenses plus life and health insurance licenses in Texas.

Jason is responsible for building and leading a team of Financial Advisors who understand the biggest obstacle to financial security for most people is their own behaviors. His team continually reinforces positive financial behaviors and have thorough knowledge of military pay and benefits. This enables his Advisors to advise clients on how to navigate the Blended Retirement System, properly allocate their contributions to the Thrift Savings Plan (TSP) and take full advantage of other benefits.
Active in his community, Jason is a member of St. Mark’s the Evangelist Catholic Church. He enjoys spending time with his wife and three children in his free time as well as watching football and playing golf.

First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”
Jason Focuses in:
  • Comprehensive financial planning
  • Investment strategies
  • Risk management
  • Debt management
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This webpage contains a testimonial from a Financial Advisor for First Command Financial Services, Inc. and/or its affiliated entities (together "First Command") regarding their District Advisor. It is shared solely for purposes of recruiting (i.e., to help you determine whether a career as a Financial Advisor is a good fit for you). It is not intended to be an advertisement for First Command's products or services. The testimonial was provided by the Financial Advisor on a strictly voluntary basis. First Command has not paid any compensation to the Financial Advisor for the testimonial; however, the Financial Advisor is a paid employee or independent contractor of First Command and is supervised by the District Advisor with respect to their day to day activities. The testimonial may not be representative of the experience of other First Command Financial Advisors and is no guarantee of future performance or success. First Command does not discriminate in the recruiting of Financial Advisors on the basis of race, color, religion, national origin, sex, marital status, disability, age or veteran status. No information solicited by First Command from you is intended to be used in a discriminatory manner. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.