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First Command Williamsburg

Jason Perry

First Command Financial Advisor
(757) 873-6765
461 McLaws Circle
Ste 4
Williamsburg, Virginia, 23185
About Jason
Jason Perry joined First Command Financial Services as a Financial Advisor in January 2022, following a 27-year career in the United States US Air Force, where he attained the rank of Chief Master Sergeant. Jason understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away.

Understanding that the biggest obstacle to financial security for most people is their own behavior, Jason serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Jason will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.

A graduate of University of Maryland Global Campus with a Bachelor’s degree in Business Administration, Jason holds Series 7 and 66 securities licenses plus life and health insurance licenses in Virginia and North Carolina.

In his free time, Jason enjoys golf, spending time with family, and traveling.

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 material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together "First Command"). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.