Allen E. Osterloh

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

• 01/2023 → 11/2024
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 08/2001 → 08/2023
  Us Army
  Ft Meade, MD
• 01/2023 → 11/2024
  First Command Financial Services
  Fort Worth, TX
• 05/2025 → 03/2026
  Jpmorgan Chase Bank, N.A.
  Prince Frederick,, MD
• 05/2025 → 03/2026
  J.P. Morgan Securities Llc
  Prince Frederick, MD
• 12/2024 → 04/2025
  Unemployed
  Chesapeake Beach, MD
• 03/2026 → Present
  Navy Federal Financial Group, Llc
  Lexington Park, MD
• 03/2026 → Present
  Navy Federal Investment Services, Llc
  Lexington Park, MD

Previous Registrations

• 2025-06-04 → 2026-03-19
  J.P. Morgan Securities Llc
  Prince Frederick, MD
• 2023-05-24 → 2024-12-11
  First Command Advisory Services
  Odenton, MD
  Annapolis, MD
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-05-08

Other Names

• Allen Ervin Osterloh
• Allen Ervin Osterloh
• Allen E. Osterloh