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John Bowers Mcconnell

Navy Federal Investment Services, LLC

Vienna, VA

Arlington, VA

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Current Employers
Navy Federal Investment Services, Llc

1007 Electric Ave, Vienna, VA 22180 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2018-12-20
  • VA RA
    APPROVED
    Since 2018-12-20

Branch Locations

1007 Electric Ave, Vienna, VA 22180 • United States

Arlington, VA • 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
Ef Legacy Securities, Llc Henrico VA 06/2016 12/2018
Edelman Financial Services, Llc Fairfax VA 06/2016 12/2018
Navy Federal Financial Group, Llc Vienna VA 12/2018 04/2025
Navy Federal Investment Services, Llc Vienna VA 12/2018 04/2025
Navy Federal Investment Services, Llc Vienna VA 04/2025 Present
Navy Federal Financial Group, Llc Vienna VA 04/2025 Present
  • 06/2016 → 12/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 06/2016 → 12/2018
    Edelman Financial Services, Llc
    Fairfax, VA
  • 12/2018 → 04/2025
    Navy Federal Financial Group, Llc
    Vienna, VA
  • 12/2018 → 04/2025
    Navy Federal Investment Services, Llc
    Vienna, VA
  • 04/2025 → Present
    Navy Federal Investment Services, Llc
    Vienna, VA
  • 04/2025 → Present
    Navy Federal Financial Group, Llc
    Vienna, VA
Previous Registrations
  • 2016-06-07 → 2018-11-02
    Edelman Financial Services, Llc
    Alexandria, VA
    Fairfax, VA
  • 2015-08-19 → 2016-06-13
    M&T Securities, Inc.
    Washington, DC
  • 2014-10-13 → 2015-05-13
    Mcadam Llc
    West Tysons Corner, VA
    Radnor, PA
  • 2013-08-01 → 2014-10-03
    Voya Financial Advisors, Inc.
    Tysons Corner, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-07-19
S63 Uniform Securities Agent State Law Examination 2013-06-27
  • S65 Uniform Investment Adviser Law Examination
    2013-07-19
  • S63 Uniform Securities Agent State Law Examination
    2013-06-27
Other Names
  • John Bowers Mcconnell

View on SEC IAPD

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Other Offices

OSAIC WEALTH, INC. · VIENNA, VA
CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA
AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA
PNC WEALTH MANAGEMENT LLC · VIENNA, VA
RETIREMENT RESEARCHER, LLC · TYSONS, VA
MCLEAN ASSET MANAGEMENT CORP. · TYSONS, VA
KIRK CAPITAL ADVISORS LLC · VIENNA, VA
ATEGRA CAPITAL MANAGEMENT, LLC · VIENNA, VA

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