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Jacob Tyler Benson

Navy Federal Investment Services, LLC

San Diego, CA

San Diego, CA

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Current Employers
Navy Federal Investment Services, Llc

1007 Electric Ave, Vienna, VA 22180 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-29
  • CA RA
    APPROVED
    Since 2025-10-29

Branch Locations

9999 Willow Creek Road, San Diego, CA 92131 • United States

San Diego, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Navy Federal Financial Group, Llc San Diego CA 02/2025 Present
Navy Federal Investment Services, Llc San Diego CA 02/2025 Present
Navy Federal Credit Union Bellevue NE 07/2021 12/2022
Navy Federal Credit Union San Marcos CA 12/2022 02/2025
Solidago Management Omaha NE 05/2021 07/2021
University Of Nebraska Lincoln NE 08/2018 05/2021
Central States Property Management, Llc Omaha NE 10/2016 08/2018
Creighton Preparatory High School Omaha NE 06/2015 10/2016
  • 02/2025 → Present
    Navy Federal Financial Group, Llc
    San Diego, CA
  • 02/2025 → Present
    Navy Federal Investment Services, Llc
    San Diego, CA
  • 07/2021 → 12/2022
    Navy Federal Credit Union
    Bellevue, NE
  • 12/2022 → 02/2025
    Navy Federal Credit Union
    San Marcos, CA
  • 05/2021 → 07/2021
    Solidago Management
    Omaha, NE
  • 08/2018 → 05/2021
    University Of Nebraska
    Lincoln, NE
  • 10/2016 → 08/2018
    Central States Property Management, Llc
    Omaha, NE
  • 06/2015 → 10/2016
    Creighton Preparatory High School
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-28
  • S66 Uniform Combined State Law Examination
    2025-10-28
Other Names
  • Jacob Benson
  • Jacob T Benson

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
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