JP
Jeffrey R. Powell
NAVY FEDERAL INVESTMENT SERVICES
Virginia Beach, VA 23456
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CRD#: 4937764
JP
Professional summary
Jeffrey Ryan Powell, CFP® is a registered financial advisor currently at NAVY FEDERAL INVESTMENT SERVICES, LLC located in Virginia Beach, Virginia.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jeffrey has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Ryan Powell's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Ryan Powell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Experience
Current
January 4, 2017 - Present
NAVY FEDERAL INVESTMENT SERVICES, LLC
Office #1: 2545 North Landing Rd, Virginia Beach, VA 23456RIA
BD
CRD#: 138459
Virginia Beach, VA
Current
April 5, 2010 - Present
NAVY FEDERAL INVESTMENT SERVICES, LLC
Office #1: 2545 North Landing Rd, Virginia Beach, VA 23456RIA
BD
CRD#: 138459
Virginia Beach, VA
Past
May 24, 2011 - January 4, 2017
NAVY FEDERAL ASSET MANAGEMENT, LLC
RIA
CRD#: 144244
Virginia Beach, VA
Past
November 7, 2005 - March 22, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
VIRGINIA BEACH, VA
Past
September 5, 2005 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
September 5, 2005 - March 22, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
VIRGINIA BEACH, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NF
NAVY FEDERAL INVESTMENT SERVICES, LLC
NAVY FEDERAL BROKERAGE SERVICES LLC | NAVY FEDERAL INVESTMENT SERVICES, LLC | NAVY FEDERAL BROKERAGE SERVICES, LLC
CRD#: 138459 / SEC#: 801-68067, 8-67161
RIA
Registered Investment Advisory firm - SEC (6/21/2007 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/5/2020)
RR
California(5/23/2012)
RR
Colorado(5/23/2012)
RR
District of Columbia(9/27/2021)
RR
Florida(5/23/2012)
IAR
Florida(3/14/2022)
RR
Georgia(7/19/2023)
IAR
Georgia(7/24/2023)
RR
Illinois(3/11/2022)
IAR
Illinois(3/11/2022)
RR
Indiana(5/13/2025)
IAR
Indiana(5/13/2025)
RR
Maryland(2/12/2013)
IAR
Maryland(7/19/2023)
RR
Massachusetts(2/20/2019)
RR
Michigan(2/20/2019)
RR
New Jersey(5/24/2011)
IAR
New Jersey(1/4/2017)
RR
North Carolina(7/6/2010)
IAR
North Carolina(1/4/2017)
RR
Ohio(4/19/2022)
IAR
Ohio(4/19/2022)
RR
Rhode Island(6/25/2024)
IAR
Rhode Island(6/25/2024)
RR
South Carolina(4/29/2024)
IAR
South Carolina(4/29/2024)
RR
Texas(4/13/2012)
IAR
Texas(4/19/2022)
RR
Virginia(4/5/2010)
IAR
Virginia(1/4/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
NF
NAVY FEDERAL INVESTMENT SERVICES, LLC
NAVY FEDERAL BROKERAGE SERVICES LLC | NAVY FEDERAL INVESTMENT SERVICES, LLC | NAVY FEDERAL BROKERAGE SERVICES, LLC
CRD#: 138459 / SEC#: 801-68067, 8-67161
RIA
Registered Investment Advisory firm - SEC (6/21/2007 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
1007 Electric Ave, Vienna, VA 22180
Mailing Address
1007 Electric Ave, Vienna, VA 22180
Phone number
(877) 221-8108
Established
Virginia since 09/06/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
176
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,472 |
| AUM (Assets Under Management) | $ 1,713,608,579 |
Red Flags
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Company Information
NAVY FEDERAL INVESTMENT SERVICES, LLC
CRD#: 138459Virginia Beach, VA 23456TRUST BUT VERIFY
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