Justin Reed Taylor
Investment adviser representative at Navy Federal Investment Services, LLC
12 yearsExperience
12 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
12 years in the industry.
- Navy Federal Investment Services, LLCMar 2023 to now
- Navy Federal Financial Group, LLCMar 2023 to now
- AgiaDec 2022 to Mar 2023
- Valic Financial Advisors, Inc.Jun 2021 to Mar 2023
- Til Valhalla ProjectMay 2020 to May 2021
- Clickstop, Inc.Nov 2014 to Apr 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 12 states (AL, CA, CO, FL, GA, IL, IN, MD, NC, NV, OH, SC).
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
- 7356892
- Firm CRD
- 138459