DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jonathan Arnold

First Command Advisory ServicesBD affiliatedFort Worth, Tx dual registrantIAPD 6357450

Feed of 09/15/2026

Also filed as Jonathan Leo Arnold

At current firm

1 y

since Aug 21, 2025

In the industry

12 y

since Jun 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

First Command Advisory Services BD affiliated current
since Aug 21, 2025 · Houston, Tx
LPL Financial LLC BD affiliated
Jul 11, 2025 to Aug 27, 2025 · Spring, Tx
Charles Schwab & Co., Inc. national BD
Feb 2, 2022 to Feb 15, 2025 · The Woodlands, Tx
Fidelity Personal And Workplace Advisors former
Jul 13, 2018 to Jan 10, 2022 · Boston, Ma
Strategic Advisers LLC national BD
Sep 14, 2015 to Jul 13, 2018 · The Woodlands, Tx

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to First Command Advisory Services
left Aug 27, 2025, registered Aug 21, 2025 (-6 days) · Affiliated broker-dealer or bank to another
Charles Schwab & Co., Inc. to LPL Financial LLC
left Feb 15, 2025, registered Jul 11, 2025 (146 days) · Affiliated broker-dealer or bank to another
Fidelity Personal And Workplace Advisors to Charles Schwab & Co., Inc.
left Jan 10, 2022, registered Feb 2, 2022 (23 days) · Affiliated broker-dealer or bank to another · moved with a team
Strategic Advisers LLC to Fidelity Personal And Workplace Advisors
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move

Signals

Jonathan Arnold left Lpl Financial Llc for First Command Advisory Services (registered 2025-08-21)
Aug 27, 2025 · Advisor changed firm · fact
Jonathan Arnold left Charles Schwab & Co., Inc. for Lpl Financial Llc (registered 2025-07-11)
Feb 15, 2025 · Advisor changed firm · fact
Jonathan Arnold left Fidelity Personal And Workplace Advisors for Charles Schwab & Co., Inc. (registered 2022-02-02)
Jan 10, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address