5.0 
Business Hours
M-F 8am-5pm, Sa-Su Closed
Specialties
Comprehensive financial planning, Investment strategies, Risk management, Debt management
First Command Financial Advisor - Jonathan Zermeno Verified by Yext
Listed In: Financial Planning Consultants
As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in… As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that the biggest obstacle to financial security for most people is their own behavior. That’s why I seek to form trusting, long term relationships with clients, serving as their personal financial coach by: 1. Helping them set specific and meaningful goals that are aligned with their values 2. Providing them with a comprehensive, personalized plan for effectively pursuing their goals 3. Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan 4. Making strategic adjustments in their plan as their circumstances and goals evolve over time I don’t believe in shortcuts to financial security. I advocate time-tested financial principles including prudent and responsible debt management, disciplined saving and investing and a thoughtful insurance strategy for managing financial risk. And as an Investment Advisor Representative (IAR), I am held to a fiduciary standard, required in all cases to act in the clients’ best interests. About First Command First Command was founded in 1958 by a retired Air Force officer intent on improving the financial well-being of service members and their families. Today, more than 500 First Command Financial Advisors across the country and abroad are committed to fulfilling the company’s Mission of “Coaching those who serve in their pursuit of financial security”. Read more
By Matthew Hall on October 8, 2025 Verified by Google
I’ve been working with Jonathan as my financial advisor for the past year. Jonathan is a very knowledgeable individual who’s been a tremendous help in guiding me through my financial journey. His attention to detail, patience, punctuality, and overall professionalism gives me assurance and he has definitely earned my trust!
By Emily Li on September 19, 2025 Verified by Google
Jonathan is the best! He's been my financial advisor for a while now. He is very knowledgeable. He always explains everything very thoroughly, which helps me make the best informed decision for my finances.
By Thomas Caldwell on August 29, 2025 Verified by Google
Jonathan is a superb financial advisor who truly knows his business and the needs of the client. His holistic personalized approach was exactly what I needed to transition my financial goals after a career of 30 plus years in the U. S. Army. His recommendations are sound and ensured tremendous confidence in the management of my diverse financial portfolio. At no point did I ever feel pressured into something I didn’t want or understand. He is respectfully consistent with his follow ups and touch points. He honestly has you and your family’s best interests at heart. Jonathan is a proven professional who has “earned” my trust and business.
By Carlos Iraheta on May 15, 2025 Verified by Google
It's rare that you find a friend as caring and supportive as Jonathan in life. But to find an advisor who is just as good? Impossible I say! I didn't even know I needed a financial advisor until I reached out to First Command which was done on a whim. I feel much more at ease with my financial future with him looking out for me When I decided I wanted to purchase a home, Jonathan even helped me out with that. It is my pleasure to endorse First Command and it's efforts to allow people like Jonathan to help people navigate the trenches of finances.
By Yoselin Sanchez on May 15, 2025 Verified by Google
I’ve been working with Jonathan for the past 2-3 years, and I couldn’t be more grateful for his guidance. He has helped both my husband and me navigate our financial goals, always with patience, clarity, and great expertise. Jonathan’s attention to detail and personalized approach have truly made a difference in our financial planning. We trust him completely and appreciate the effort he puts into understanding our needs and finding the best solutions. Thank you Jonathan!!
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First Command Financial Advisor - Jonathan Zermeno 5.0 out of 5.0 based on 17 user reviews.
First Command Financial Advisor - Jonathan Zermeno
12419 Lewis St, Ste 104, Garden Grove, CA
12419 Lewis St, Ste 104, Garden Grove, CA
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