General Info

Jose Feliz joined First Command Financial Services as a Financial Advisor in May 2023, following a 26-year career in the United States Navy, where he attained the rank of Captain. Jose 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. A graduate of The University of North Carolina at Chapel Hill with a Master’s degree in Business Administration, Jose holds Series 7 Top Off, Series 66, Securities Industry Essentials (SIE) securities licenses plus life and health insurance licenses in VA, CA, DC, PA, MD. Jose is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves. In his free time, Jose enjoys reading, spending time with friends, and working out. 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.”