First Command Financial Advisor - Jerome Montoya

Jerome Montoya joined First Command Financial Services as a Financial Advisor in January 2025, following a 23-year career in the United States U.S. Army, where he attained the rank of MSG. Jerome 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 American Military University with a Master’s degree in Public Health, Jerome holds Series 6, 7, 63, 66 securities licenses plus life and health insurance licenses in NC. Understanding that the biggest obstacle to financial security for most people is their own behavior, Jerome 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. Jerome 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. In his free time, Jerome enjoys football, spending time with family, and working on cars. Active in his community, Jerome is a member of the Sandhills Volleyball Club. 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.”