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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)33 years in industry

James Michael Schless

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Saint Johns, FL

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Search this name across graphsid dfx:ria:d85048bd-695f-bf71-1cba-7a4ce48a4015

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 9, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: May 27, 1993
First registration: Feb 9, 2000
Dual registered: yes, broker-dealer
IAPD individual key: 2350825

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Apr 28, 2021	n/a	yes	Saint Johns, FL	Current employment
FIRST COMMAND ADVISORY SERVICES	Bd affiliated wealth	Dec 15, 2015	Feb 8, 2021	no	FORT WORTH, TX\|Orange Park, FL\|FORT WORTH, TX	Previous registration
FIRST COMMAND BANK	n/a	Apr 27, 2004	Sep 14, 2005	no	FORT WORTH, TX	Previous registration
FIRST COMMAND FINANCIAL PLANNING, INC.	Former SEC adviser	Feb 9, 2000	Dec 15, 2015	no	ORANGE PARK, FL\|ORANGE PARK, FL\|JACKSONVILLE BEACH, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIRST COMMAND ADVISORY SERVICES	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Feb 8, 2021	Apr 28, 2021	79	Firm change	Ibd to ibd
FIRST COMMAND FINANCIAL PLANNING, INC.	FIRST COMMAND BANK	Dec 15, 2015	Apr 27, 2004	-4,249	Firm change after gap	Other
FIRST COMMAND BANK	FIRST COMMAND ADVISORY SERVICES	Sep 14, 2005	Dec 15, 2015	3,744	Firm change after gap	Other

Relationships

Registered with (4)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: current employment
Apr 28, 2021 to presentfactForm ADV
→ FIRST COMMAND ADVISORY SERVICESRegistered adviserregistration: previous registration
Dec 15, 2015 to Feb 8, 2021factForm ADV
→ FIRST COMMAND FINANCIAL PLANNING, INC.Registered adviserregistration: previous registration
Feb 9, 2000 to Dec 15, 2015factForm ADV
→ FIRST COMMAND BANKRegistered adviserregistration: previous registration
Apr 27, 2004 to Sep 14, 2005factForm ADV

Dated events

No dated event names this entity yet.