Jay P Curtis

Employer firm

Navy Federal Investment Services, LLC CRD 138459

$2.10B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 06/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA
• 07/2016 → 09/2016
  Unemployed
  Cranston, RI
• 09/2022 → 06/2025
  Bank Of America, N.A.
  Vienna, VA
• 07/2025 → 07/2025
  Langley Federal Credit Union
  Chesapeake, VA
• 08/2025 → Present
  Navy Federal Financial Group, Llc
  Virginia Beach, VA
• 08/2025 → Present
  Navy Federal Investment Services, Llc
  Virginia Beach, VA

Previous Registrations

• 2022-10-07 → 2025-06-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Vienna, VA
  Norfolk, VA
  Suffolk, VA
  Norfolk, VA
  Suffolk, VA
  Suffolk, VA
  Norfolk, VA
  Virginia Beach, VA
  Suffolk, VA

Other Businesses

* Entity Type, Entity for Profit, Name of OBA: Curtis Cruisin LLC, Address: Suffolk, VA, 23435, Investment Related: No, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 10/10/2024, No Hours: 5hrs/Mo, No Hours during trading: 0, Duties: Renting Can Ams periodically. *, Entity Type: Entity For Profit, Name of OBA: SRECTrade Inc, Address: San Francisco, California, 94111, Investment Related: N, Position, Title, Association: Other, Employee State Date: 06/01/2022, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: SRECTrade Inc completes the sale of Solar Renewable Energy Credits (SRECs) generated from solar panels on my primary residence. I have no responsibilities to perform * Entity Type, Entity for Profit, Name of OBA: Door Dash, Address: Suffolk, VA, 23435, Investment Related: No, Position, Title, Association: Employee Start Date: 06/2025, No Hours: 15 hrs/Mo, No Hours during trading: 0, Duties: Delivering food * Entity Type: Entity for Profit, Name of OBA: Entrye Care, Arlington, VA, Employee, Starte Date 9/6/2025, Hours: 40 hrs/Mo, No Hours during trading: 0, Duties: Caregiver,

Exams

• S66 Uniform Combined State Law Examination
  2022-09-23

Other Names

• Jay Curtis