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Navy Federal Investment Services, LLC CRD 138459
$2.10B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-26 |
| VA | RA | APPROVED | 2026-08-25 |
| FL | RA | APPROVED | 2026-06-17 |
Branch Locations
7231 Golden Wings Road, Jacksonville, FL 32244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navy Federal Financial Group, Llc | Jacksonville | FL | 05/2026 | Present |
| Navy Federal Investment Services, Llc | Jacksonville | FL | 05/2026 | Present |
| Homemaking | Saint Johns | FL | 02/2025 | 05/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 01/2020 | 02/2025 |
| Unites States Navy Reserve | Cleveland | OH | 10/2019 | 06/2021 |
| United States Navy | Cleveland | OH | 11/2012 | 10/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-09 |
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