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Details

General Info

J Audley Marzo joined First Command Financial Services as a Financial Advisor in November 2021. He previously worked for 15 years as a Lending Manager at multiple credit unions. A graduate of University of Southern California with a Bachelor’s degree in Psychology, J Audley holds Series 7 and 66 securities licenses plus life and health insurance licenses in California. Understanding that the biggest obstacle to financial security for most people is their own behavior, J Audley serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. J Audley 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, J Audley is a volunteer for Scouts BSA. In his free time, J Audley enjoys bike riding, golf, and spending time with family. First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”

HoursOPEN NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 714-703-8070

Fax - 714-583-8687

Address:
12419 Lewis St Ste 104 Garden Grove, CA 92840

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Category
Financial Planners
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