Jake Hunter Steffen
Investment adviser representative at Navy Federal Investment Services, LLC
11 yearsExperience
6 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, LLCMay 2024 to now
- Navy Federal Financial Group, LLCMay 2024 to now
- Bank of America, N.A.Mar 2023 to May 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2022 to May 2024
- Equitable Advisors, LLCAug 2022 to Oct 2022
- Reverse Mortgage Funding LLCJun 2021 to Aug 2021
- Finance Club At GeneseoMar 2019 to May 2022
- Suny GeneseoAug 2018 to May 2022
- Js Contracting NcJun 2018 to Aug 2019
- Pierce Country Day CampJun 2017 to Aug 2017
- Roslyn High-schoolAug 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 6 states (DC, FL, MD, NC, SC, VA).
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
- 7612043
- Firm CRD
- 138459