PJ
Patrick Jackson
NAVY FEDERAL INVESTMENT SERVICES
North Richland Hills, TX 76180
Some features on this profile are disabled
CRD#: 6896519
PJ
Professional summary
Patrick Jackson, who also goes by Patrick A Jackson, Patrick Alan Jackson, is a registered financial advisor currently at NAVY FEDERAL INVESTMENT SERVICES, LLC located in North Richland Hills, Texas.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Patrick has worked at 8 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Patrick A Jackson | Patrick Alan Jackson
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 name of the other business; Greater Lights Logistics LLC whether the business is investment-related; N the address of the other business; 501 Sandia Park Dr., Burleson, Tx 76028 the nature of the other business; General freight transportation your position; Owner title, or relationship with the other business; Owner the start date of your relationship; 10/13/2021 the approximate number of hours/month you devote to the other business; 12/MONTH the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; My wife and have a general freight deliver business. We have employees pick up freight ( manly amazon) in a 26ft box truck and deliver the items to different locations; about $1000 a month.
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Jackson's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Patrick Jackson'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®
NoneExperience
Current
February 27, 2024 - Present
NAVY FEDERAL INVESTMENT SERVICES, LLC
Office #1: 9001 W. Airport Freeway, Ste. 925, North Richland Hills, TX 76180RIA
BD
CRD#: 138459
North Richland Hills, TX
Current
February 27, 2024 - Present
NAVY FEDERAL INVESTMENT SERVICES, LLC
Office #1: 9001 W. Airport Freeway, Ste. 925, North Richland Hills, TX 76180RIA
BD
CRD#: 138459
North Richland Hills, TX
Past
January 26, 2024 - February 8, 2024
FIRST COMMAND ADVISORY SERVICES
RIA
CRD#: 281958
FORT WORTH, TX
Past
January 26, 2024 - February 8, 2024
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
FORT WORTH, TX
Past
May 11, 2023 - August 16, 2023
APEX CLEARING CORPORATION
BD
CRD#: 13071
DALLAS, TX
Past
September 14, 2022 - April 17, 2023
NAVY FEDERAL INVESTMENT SERVICES, LLC
RIA
CRD#: 138459
North Richland Hills, TX
Past
July 12, 2022 - April 17, 2023
NAVY FEDERAL INVESTMENT SERVICES, LLC
BD
CRD#: 138459
North Richland Hills, TX
Past
April 21, 2022 - July 7, 2022
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
Irving,, TX
Past
August 12, 2021 - October 1, 2021
TD AMERITRADE, INC.
BD
CRD#: 7870
Southlake, TX
Past
March 16, 2021 - August 3, 2021
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
Plano, TX
Past
November 2, 2020 - December 2, 2020
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
AUSTIN, TX
Past
July 5, 2019 - September 24, 2020
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
Plano, TX
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(7/30/2024)
IAR
Arizona(7/30/2024)
RR
Colorado(7/22/2024)
IAR
Colorado(7/22/2024)
RR
Idaho(7/22/2024)
IAR
Idaho(7/22/2024)
RR
Kansas(7/22/2024)
IAR
Kansas(7/22/2024)
RR
Montana(7/23/2024)
IAR
Montana(7/23/2024)
RR
Nebraska(7/19/2024)
IAR
Nebraska(7/19/2024)
RR
New Mexico(7/22/2024)
IAR
New Mexico(7/22/2024)
RR
North Dakota(7/21/2024)
IAR
North Dakota(7/21/2024)
RR
Oklahoma(7/22/2024)
IAR
Oklahoma(7/22/2024)
RR
South Dakota(7/22/2024)
IAR
South Dakota(7/22/2024)
RR
Texas(2/27/2024)
IAR
Texas(2/27/2024)
RR
Utah(7/22/2024)
IAR
Utah(7/22/2024)
RR
Wyoming(7/22/2024)
IAR
Wyoming(7/22/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/5/2019
General Securities Representative ExaminationGeneral 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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
