Joshua Jorge anthony Porras
Investment adviser representative at Navy Federal Investment Services, LLC
12 yearsExperience
6 statesRegistered in
$2.1BFirm assets
19 yearsFirm in business
Are you Joshua Jorge anthony Porras? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Navy Federal Investment Services, LLCMar 2020 to now
- Navy Federal Financial Group, LLCMar 2020 to now
- Navy Federal Credit UnionApr 2018 to Mar 2020
- Phase Four Financial SolutionsOct 2014 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 6 states (AK, CA, HI, NV, OR, WA).
Navy Federal Investment Services, LLC
$2.1BAssets managed
7,424Clients
160Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6411457
- Firm CRD
- 138459