Jason Dane Smith

Financial advisor at First Command Advisory Services · Fort Worth, TX

Last updated 2026-10-10

Jason Dane Smith is a financial advisor at First Command Advisory Services in Fort Worth, TX, CRD 5759846. Licenses and exams on the registration: Series 66. IAPD registration began 2020-11-04.

Registration

CRD number: 5759846
Registration status: Active
IAPD registration: 2020-11-04
Industry Experience: 5 years
Work Experience: 16 years
States registered: TX

Licenses and exams

Series 66

Work history

2010-02 to 2021-09 · First Command Financial Services · Fort Worth, TX
2014-05 to 2018-05 · First Command Advisory Services, Inc · Fort Worth, TX
2018-05 to 2021-09 · First Command Advisor Services, Inc · Fort Worth, TX
2021-10 to Present · First Command Insurance Services, Inc · Fort Worth, TX
2021-10 to Present · First Command Brokerage Services, Inc · Fort Worth, TX
2021-10 to Present · First Command Advisory Services, Inc · Fort Worth, TX
2021-10 to Present · First Command Advisory Services, Inc. · Fort Worth, TX

Current employment

First Command Advisory Services · Fort Worth, TX

SEC IAPD record for Jason Dane Smith

First Command Advisory Services

Regulatory AUM: $24,429,418,155
Registered advisors: 1,012
Offices: 749
Clients per advisor: 112.2 (Moderate)
Average AUM per client: $215.1K (Low)
High-net-worth client ratio: 3.4% (Low)

First Command Advisory Services: advisors, services and reported ETF investments

About

Jason Dane Smith is a financial advisor at First Command Advisory Services in Fort Worth, TX. Reported securities licenses include Series 66. The latest record indicates 5 years of industry experience and 16 years of reported work history. Reported roles include First Command Insurance Services, Inc, First Command Brokerage Services, Inc, First Command Advisory Services, Inc, First Command Advisory Services, Inc., among others.

SEC disclosures list additional business and community activities: Name Of The Other Business: Gramco Financial Llc Whether The Business Is Investment-Related: Yes Address Of The Other Business: 23439 Treemont Park San Antonio.

First Command Advisory Services' firm-level Form ADV reports 1,012 advisors across 749 offices; approximately 112.2 clients per advisor, average assets per client of $215,065, and regulatory AUM of $24.4B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses.

PortfolioFuture's firm-level 13F analysis covers $16.3B across 173 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jason Dane Smith personally.

Reported ETF positions

First Command Advisory reports 173 ETF positions worth $16.3B on Form 13F; the largest are listed.

Largest ETF positions reported by First Command Advisory
Fund	Reported value
IVV — iShares Core S&P 500 ETF	$6.5B
DYNF — iShares U.S. Equity Factor Rotation Active ETF	$2B
QQQM — Invesco NASDAQ 100 ETF	$1.4B
IJH — iShares Core S&P Mid-Cap ETF	$1.2B
IJR — iShares Core S&P Small-Cap ETF	$980.1M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Noteworthy reported investments

First Command Advisory's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.

Firm-reported positions leading each research ranking
Ranking	Fund	Reported value	Percentile	Key figures
Similar Fund Ranking	CGDV — Capital Group Dividend Value ETF	$22.9K	Top 99.9%	Peer conviction 86.4% · Active return +5.44%
Addressable Market	DYNF — iShares U.S. Equity Factor Rotation Active ETF	$2B	Top 99.9%	Addressable AUM $14.9T · Peer conviction 86.8%
Residual Alpha	BSCY — Invesco BulletShares 2034 Corporate Bond ETF	$206.6K	Top 99.6%	Residual alpha +0.56% · Residual Sharpe 0.09
Diversification Benefits	VFLO — VictoryShares Free Cash Flow ETF	$2.4K	Top 96.2%	Replicability (R²) 76.1% · Residual Sharpe 0.48

Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by First Command Advisory Services on Form ADV.

Client services

Financial Planning Services
Individuals and Small Businesses

Fee options

Percentage of Assets Under Management
Fixed Fees (Other Than Subscription)

Business and affiliations

Broker-Dealer or Municipal Securities Dea
Other Investment Adviser (Incl. Financial
Banking or Thrift Institution
Insurance Company or Agency

Location

1 Firstcomm Plaza, Fort Worth, TX 76109

1,011 advisors at this office.

First Command Advisory office in Fort Worth, TX

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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