First Command Financial Advisor - Jason Perry

Business Information
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.”




Specialties:
Comprehensive financial planning, Investment strategies, Risk management, Debt management