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John Kalafatis Email & Phone Number

Financial Advisor Trainee | Pursuing Series 6, 63, & 65 Licenses | Building Expertise in Wealth Management and Client Financial Solutions at First Command Financial Services, Inc.
Location: New Port Richey, Florida, United States 6 work roles 2 schools
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Role
Financial Advisor Trainee | Pursuing Series 6, 63, & 65 Licenses | Building Expertise in Wealth Management and Client Financial Solutions
Location
New Port Richey, Florida, United States
Company size

Who is John Kalafatis? Overview

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John Kalafatis is listed as Financial Advisor Trainee | Pursuing Series 6, 63, & 65 Licenses | Building Expertise in Wealth Management and Client Financial Solutions at First Command Financial Services, Inc., a company with 1155 employees, based in New Port Richey, Florida, United States. AeroLeads shows a matched LinkedIn profile for John Kalafatis.

John Kalafatis previously worked as Financial Advisor Trainee (Hiring Our Heroes Fellow) at First Command Financial Services, Inc. and Member of "Project Transition USA" Group on LinkedIn ♦ Supporting Transitioning Military & Vets at Project Transition Usa. John Kalafatis holds Master Of Science - Ms, Cybersecurity And Information Assurance from Western Governors University.

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Email format at First Command Financial Services, Inc.

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First Command Financial Services, Inc.

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Profile bio

About John Kalafatis

Experienced U.S. Navy Officer with a 21-year career encompassing diverse roles, from team member to program manager, each demanding rigorous compliance, strategic prioritization, and data-driven decision-making. I’m now eager to leverage this skill set, along with my passion for personal finance and investing, to make a meaningful impact in financial services. Currently licensed in Life and Health insurance, SIE certified, and actively pursuing my Series 6 license to deepen my expertise in the industry.

Current workplace

John Kalafatis's current company

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First Command Financial Services, Inc.
First Command Financial Services, Inc.
Financial Advisor Trainee | Pursuing Series 6, 63, & 65 Licenses | Building Expertise in Wealth Management and Client Financial Solutions
fort worth, texas, united states
Employees
1155
AeroLeads page
6 roles

John Kalafatis work experience

A career timeline built from the work history available for this profile.

Financial Advisor Trainee (Hiring Our Heroes Fellow)

Current

Tampa, Florida, United States

I am currently training as a financial advisor with a focus on building a strong foundation in wealth management and financial planning. My primary responsibility is to obtain essential FINRA licenses (Series 6, 63, and 65), which will enable me to provide informed guidance and tailored financial strategies to help clients achieve their goals. I am.

Nov 2024 - Present

Member Of "Project Transition Usa" Group On Linkedin ♦ Supporting Transitioning Military & Vets

Current

Tampa

As a Veteran, I understand making that transition can be difficult. As part of this group, I provide training and assist transitioning military personnel on their journey to find civilian jobs. My goal is to help a fellow Veteran make the right connection which to me can make all the difference in the world.Project Transition USA is an organization.

Jan 2024 - Present

Team Lead

Tampa

Led a team responsible for real-time monitoring and employment of airborne reconnaissance flights and their associated tasks. Ensured prioritized commander’s intent was actioned effectively.

Jan 2023 - Oct 2024

Executive Officer

Doral, FL

Executive Officer to the Director of Intelligence, coordinated internal efforts to satisfy priority intelligence requirements supporting military and humanitarian aid operations.

Dec 2019 - Jan 2023

Division Officer

Pensacola, Florida, United States

Directed a team of intelligence analysts through the discovery, exploitation, and reporting of adversary communication networks. Facilitated continuous training and qualification standards for analysts.

Dec 2016 - Jan 2019

Division Officer

Norfolk, Virginia, United States

Managed afloat signals intelligence collection suite aboard a forward deployed warship. Directly supported combat operations by aligning 24/7 monitoring of priority signals to national tasking.

Mar 2015 - Jul 2016
Team & coworkers

Colleagues at First Command Financial Services, Inc.

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2 education records

John Kalafatis education

FAQ

Frequently asked questions about John Kalafatis

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What company does John Kalafatis work for?

John Kalafatis works for First Command Financial Services, Inc..

What is John Kalafatis's role at First Command Financial Services, Inc.?

John Kalafatis is listed as Financial Advisor Trainee | Pursuing Series 6, 63, & 65 Licenses | Building Expertise in Wealth Management and Client Financial Solutions at First Command Financial Services, Inc..

Where is John Kalafatis based?

John Kalafatis is based in New Port Richey, Florida, United States while working with First Command Financial Services, Inc..

What companies has John Kalafatis worked for?

John Kalafatis has worked for First Command Financial Services, Inc., Project Transition Usa, U. S. Central Command (Uscentcom), United States Southern Command, and Us Navy.

Who are John Kalafatis's colleagues at First Command Financial Services, Inc.?

John Kalafatis's colleagues at First Command Financial Services, Inc. include Sandra Mae Diaz, Chalyse Dishmon, Michele Kramer, Brook Pearce, and Terese Menard.

How can I contact John Kalafatis?

You can use AeroLeads to view verified contact signals for John Kalafatis at First Command Financial Services, Inc., including work email, phone, and LinkedIn data when available.

What schools did John Kalafatis attend?

John Kalafatis holds Master Of Science - Ms, Cybersecurity And Information Assurance from Western Governors University.

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