Adam Mastin
Investment adviser representative at Navy Federal Investment Services, LLC
11 yearsExperience
3 statesRegistered in
$2.1BFirm assets
19 yearsFirm in business
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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, LLCNov 2025 to now
- Navy Federal Financial Group, LLCNov 2025 to now
- First Command Advisory Services, IncNov 2023 to Aug 2024
- First Command Insurance Services, IncNov 2023 to Aug 2024
- First Command Brokerage Services, IncJul 2023 to Aug 2024
- Foundations Investment Advisors LLCJan 2021 to Jan 2022
- Decisive InsuranceFeb 2018 to Nov 2025
- The Jaroscewski Group, LLC.Apr 2015 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (GA, LA, TX).
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
- 6657056
- Firm CRD
- 138459