Title: Financial Advisor
Company: First Command Financial Services, Inc.
Education: BBA in Entrepreneurial and Small Business Operations, University of Phoenix (2015)
Career History: Financial Advisor, First Command Financial Services, Inc. (2023-Present); Financial Advisor, Mutual of Omaha Insurance Company (2022-2023); Registered Investment Advisor, First Command Financial Services, Inc. (2022); Health Care Specialist, United States Army (2004-2022); Registered Representative, Primerica (2021-2022); Personal Trainer (2019)
Jorge A. Diaz, Financial Advisor at First Command Financial Services, Inc., has been recognized as a Marquis Emerging Leader for their contributions and achievements in the field of finance.
Attributing his success to perseverance, Mr. Diaz has spent most of his career in the U.S. military, serving as a hospital corpsman in the Navy from 1996 to 2004 and a healthcare specialist in the Army from 2004 to 2022. Throughout this time, he received financial mentorship and a strong education, but was later disheartened to learn that many of his fellow servicemen and women retired without a solid understanding of financial management—and, as a result, ran into financial problems. This realization would ultimately motivate him to become a financial advisor and help military personnel avoid financial difficulties after retirement.
After four years as a leadership development specialist with the Army National Guard, Mr. Diaz earned credentials in investment, insurance, and related fields. He was a registered representative at Primerica, a financial advisor at Mutual of Omaha Insurance Company, and a registered investment advisor at First Command Financial Services, Inc.—where he has been active as a financial advisor since 2023. With a focus on veterans and military families, he specializes in financial advising, retirement planning, investment strategies, risk and debt management, and ensuring his clients stay on track with their plans.
Mr. Diaz holds a Bachelor of Business Administration in entrepreneurial and small business operations from the University of Phoenix. A proud member of the Sarasota Manatee Bicycle Club and the Wall Street Journal Wine Club, he spends his free time traveling, bike riding, reading, and spending time with his two children. Of all his accomplishments throughout his life, he considers being a father and a husband to be his most notable achievement.