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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2022-03-22 |
| GA | RA | APPROVED | 2022-03-14 |
| FL | RA | APPROVED | 2017-01-04 |
| OH | RA | APPROVED | 2017-01-04 |
Branch Locations
11270 St. Johns Industrial Parkway S, Jacksonville, FL 32246 • United States
5550 Heritage Oaks Drive, Pensacola, FL 32526 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navy Federal Investment Services Llc | Jacksonville | FL | 01/2010 | Present |
| Navy Federal Financial Group, Llc | Jacksonville | FL | 01/2010 | Present |
| Navy Federal Investment Services, Llc | Jacksonville | FL | 01/2017 | Present |
| Navy Federal Asset Management, Llc | Jacksonville | FL | 01/2010 | 01/2017 |
Real Estate Rental - Owner of Condo in Jacksonville, FL, Started in 2017, The property is maintained by a Property Management company. Less than 1 hour a month is spent on this activity, on Non-trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-16 |
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