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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-29 |
Branch Locations
11270 St. Johns Industrial Parkway S, Jacksonville, FL 32246 • United States
1007 Electric Ave, Vienna, VA 22180 • United States
Jacksonville, FL • United States
5550 Heritage Oaks Drive, Pensacola, FL 32526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palo Alto | CA | 02/2016 | 07/2018 |
| Morgan Stanley | Menlo Park | CA | 03/2019 | 11/2019 |
| Pantheon Ventures | San Francisco | CA | 07/2018 | 11/2018 |
| Jpmorgan Chase Bank Na | Palo Alto | CA | 08/2021 | 10/2023 |
| Jpmorgan Securities Llc | Palo Alto | CA | 08/2021 | 10/2023 |
| Travelling | Palo Alto | CA | 11/2019 | 08/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palo Alto | CA | 09/2024 | 06/2025 |
| Travelling | Los Altos | CA | 10/2023 | 09/2024 |
| Travelling | Los Altos | CA | 11/2018 | 03/2019 |
| Bank Of America, N.A. | Palo Alto | CA | 12/2024 | 06/2025 |
| Navy Federal Financial Group, Llc | Pensacola | FL | 01/2026 | Present |
| Navy Federal Investment Services, Llc | Pensacola | FL | 01/2026 | Present |
| Travelling | Jacksonville | FL | 06/2025 | 01/2026 |
| Bank Of America Na | Palo Alto | CA | 04/2016 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-10 |
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