Jon Fredrick Murdock
Investment adviser representative at Navy Federal Investment Services, LLC
11 yearsExperience
6 statesRegistered in
$2.1BFirm assets
19 yearsFirm in business
Are you Jon Fredrick Murdock? 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
11 years in the industry.
- Navy Federal Investment Services, LLCJan 2026 to now
- Navy Federal Financial Group, LLCJan 2026 to now
- Edward JonesJul 2023 to Dec 2025
- Hohimer Wealth ManagementApr 2022 to Apr 2023
- Edward JonesJan 2015 to Apr 2022
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 6 states (CA, HI, MO, MT, 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
- 6435392
- Firm CRD
- 138459