First Command Financial Advisor - Jesse Underwood

( 0 Reviews )

104 Jazz Drive , Suite A
Panama City, Florida 32405
(850) 874-1011
Website

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Hours

Thursday:

8:00 AM - 5:00 PM

Friday:

8:00 AM - 5:00 PM

Saturday:

Closed

Sunday:

Closed

Monday:

8:00 AM - 5:00 PM

Tuesday:

8:00 AM - 5:00 PM

Wednesday:

8:00 AM - 5:00 PM

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Chamber Rating

Verified Member

0.0 - (0 reviews)

About
^{First Command Financial Advisor - Jesse Underwood}

Jesse Underwood joined First Command Financial Services as a Financial Advisor in January 2022, following a 22-year career in the United States Army, where he attained the rank of Major. Jesse 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.Jesse has an Associateâ€™s degree in Military Sciences from Pierce College and a Bachelorâ€™s degree in Psychology from Troy University, and a yellow belt in Lean Six Sigma. He holds Series 7 and 66 securities licenses plus life and health insurance licenses in Florida.Understanding that the biggest obstacle to financial security for most people is their own behavior, Jesse serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. His thorough knowledge of military pay and benefits enables him to advise clients on how to navigate the Blended Retirement System, properly allocate their contributions to the Thrift Savings Plan (TSP) and take full advantage of other benefits. Jesse 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.Active in his community, Jesse is a member of an Army Ranger veteran non-profit, the Killer Man's Sons.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 companyâ€™s Mission of â€œCoaching those who serve in their pursuit of financial security.â€

Contact Info

(850) 874-1011
[email protected]
Website
Facebook
Twitter

Specialities

Comprehensive financial planning
Investment strategies
Risk management
Debt management

Questions & Answers

Q What is the phone number for First Command Financial Advisor - Jesse Underwood?

A The phone number for First Command Financial Advisor - Jesse Underwood is: (850) 874-1011.

Q Where is First Command Financial Advisor - Jesse Underwood located?

A First Command Financial Advisor - Jesse Underwood is located at 104 Jazz Drive, Suite A, Panama City, Florida 32405

Q What is the internet address for First Command Financial Advisor - Jesse Underwood?

A The website (URL) for First Command Financial Advisor - Jesse Underwood is: https://advisor.firstcommand.com/us/fl/panama-city/jmunderwood?y_source=1_MzM2ODQ1MjgtNTQ1LWxvY2F0aW9uLndlYnNpdGU%3D

Q What days are First Command Financial Advisor - Jesse Underwood open?

A First Command Financial Advisor - Jesse Underwood is open:
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM

Hours

Thursday:

8:00 AM - 5:00 PM

Friday:

8:00 AM - 5:00 PM

Saturday:

Closed

Sunday:

Closed

Monday:

8:00 AM - 5:00 PM

Tuesday:

8:00 AM - 5:00 PM

Wednesday:

8:00 AM - 5:00 PM

Ratings and Reviews
^{First Command Financial Advisor - Jesse Underwood}

Overall Rating

( 0 Reviews )

Write a Review

Melissa Hamilton _{on Google}

Mar 30th, 2024

Absolutely the best Guy around...! I literally am finally able to breathe since Jesse helped me out with getting me more adjusted to managing my money as well as my credit cards... I will recommend First command advisor Jesse Underwood to anyone and everyone I know.... Thank you again for all ur help Big Guy, Ur Awesome!

Business Response_{on Google} ^{Mar 27th, 2024}

Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.

Zane Geiger _{on Google}

Mar 29th, 2024

Jesse is amazing! Great guy and was so easy to talk to about finances and future goals! Highly recommend talking to him if you need any financial advice!

Business Response_{on Google} ^{Mar 30th, 2024}

Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.

Karry Merritt _{on Google}

Mar 27th, 2024

Jesse has helped me and my wife tremendously. And continues to help. I highly recommend him to anyone with financial needs/ questions.

Business Response_{on Google} ^{Mar 26th, 2024}

Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.

Steve H. _{on Google}

Mar 26th, 2024

Jesse has been my financial advisor for two years, and has been nothing short of excellent. He's always been able to make time to meet up and answer questions or alleviate concerns even when I'm on the other side of the world. Initially, he gave me an easy to execute, yet very effective plan, that has worked wonders to push me towards my retirement goals. Since then, we've made small tweaks along the way, and it's been just as easy to make those adjustments as it was to set it all up originally. The steps Jesse suggested and we took have made sure my financial future is secure, and I'll use Jesse as my financial advisor as long as he's still working.

Business Response_{on Google} ^{Mar 30th, 2024}

Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.

Jessica Henrichsen _{on Google}

Mar 15th, 2024

I cannot recommend Jesse highly enough. Jesse's expertise and dedication truly set him apart. From our initial consultation to the implementation of his recommendations, he has demonstrated a deep understanding of my financial goals and tailored his advice to suit my specific needs.
Throughout the process, Jesse has exhibited exceptional communication skills, patiently explaining complex financial concepts in a clear and accessible manner. He took the time to address all of my questions and concerns, ensuring that I felt confident and informed every step of the way.
I really appreciate Jesse's ability to build rapport; he sees my family as a whole unit and goes above and beyond to develop a comprehensive strategy that aligns with my long-term objectives, always prioritizing my best interests.
Thanks to Jesse's guidance, I feel more empowered and secure in my financial future. I wholeheartedly endorse Jesse Underwood to anyone seeking a knowledgeable and trustworthy financial advisor. With him on your side, you can rest assured that your financial goals are in capable hands.

Business Response_{on Google} ^{Mar 12th, 2024}

Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.

Overall Rating

( 0 Reviews )

First Command Financial Advisor - Jesse Underwood