Patrick Jackson
Investment adviser representative at Navy Federal Investment Services, LLC
26 yearsExperience
13 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
26 years in the industry.
- Navy Federal Investment Services, LLCFeb 2024 to now
- Navy Federal Financial Group, LLCFeb 2024 to now
- First Command Advisory Services, IncJan 2024 to Jan 2024
- First Command Insurance Services, IncJan 2024 to Jan 2024
- First Command Brokerage Services, IncNov 2023 to Jan 2024
- Texas A&m CommerceJun 2023 to Nov 2023
- Apex Fintech SolutionsApr 2023 to Jun 2023
- Navy Federal Financial Group, LLCJul 2022 to Apr 2023
- Navy Federal Investment Services, LLCJul 2022 to Apr 2023
- Citigroup Global Markets IncMar 2022 to Jul 2022
- TD AmeritradeAug 2021 to Sep 2021
- J.P. Morgan Securities LLCFeb 2021 to Aug 2021
- JPMorgan Chase Bank, N.A.Feb 2021 to Aug 2021
- Equitable Advisors, LLCNov 2020 to Nov 2020
- Equitable Financial Life Insurance CoNov 2020 to Nov 2020
- J.P. Morgan Securities LLCMar 2019 to Sep 2020
- Pwj Reality, LLC.Apr 2017 to Mar 2022
- United States ArmyJul 1998 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 13 states (AZ, CO, ID, KS, MT, ND, NE, NM, OK, SD, TX, UT, WY).
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
- 6896519
- Firm CRD
- 138459