Jake Hunter Steffen

1007 Electric Ave, Vienna, VA 22180 • United States

Current Registrations

Authority	Category	Status	Date
DC	RA	APPROVED	2025-01-01
FL	RA	APPROVED	2025-01-01
MD	RA	APPROVED	2025-01-01
SC	RA	APPROVED	2025-01-01
NC	RA	APPROVED	2024-06-25
VA	RA	APPROVED	2024-05-21

Branch Locations

Alexandria, VA • United States

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

Organization	City	State	From	To
Equitable Advisors, Llc	New York	NY	08/2022	10/2022
Reverse Mortgage Funding Llc	Melville	NY	06/2021	08/2021
Js Contracting Nc	Roslyn	NY	06/2018	08/2019
Pierce Country Day Camp	Roslyn	NY	06/2017	08/2017
Finance Club At Geneseo	Geneseo	NY	03/2019	05/2022
Suny Geneseo	Geneseo	NY	08/2018	05/2022
Roslyn High-School	Roslyn	NY	08/2015	06/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Washington	DC	12/2022	05/2024
Bank Of America, N.A.	Washington	DC	03/2023	05/2024
Navy Federal Financial Group, Llc	Brandywine	MD	05/2024	Present
Navy Federal Investment Services, Llc	Brandywine	MD	05/2024	Present

08/2022 → 10/2022

Equitable Advisors, Llc

New York, NY
06/2021 → 08/2021

Reverse Mortgage Funding Llc

Melville, NY
06/2018 → 08/2019

Js Contracting Nc

Roslyn, NY
06/2017 → 08/2017

Pierce Country Day Camp

Roslyn, NY
03/2019 → 05/2022

Finance Club At Geneseo

Geneseo, NY
08/2018 → 05/2022

Suny Geneseo

Geneseo, NY
08/2015 → 06/2018

Roslyn High-School

Roslyn, NY
12/2022 → 05/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Washington, DC
03/2023 → 05/2024

Bank Of America, N.A.

Washington, DC
05/2024 → Present

Navy Federal Financial Group, Llc

Brandywine, MD
05/2024 → Present

Navy Federal Investment Services, Llc

Brandywine, MD

2023-03-09 → 2024-05-20

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Washington, DC
2022-08-31 → 2022-10-12

Equitable Advisors, Llc

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-07-01

Other Firms