JT
Justin R. Taylor
NAVY FEDERAL INVESTMENT SERVICES
ST. Marys, GA 31558
Some features on this profile are disabled
CRD#: 7356892
JT
Professional summary
Justin Reed Taylor, who also goes by Justin Taylor, is a registered financial advisor currently at NAVY FEDERAL INVESTMENT SERVICES, LLC located in St. Marys, Georgia.
Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Justin has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Justin Taylor
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 Justin Reed Taylor's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Justin Reed Taylor'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
March 10, 2023 - Present
NAVY FEDERAL INVESTMENT SERVICES, LLC
Office #1: 1195 Charlie Smith Sr. Hwy, St. Marys, GA 31558RIA
BD
CRD#: 138459
ST. Marys, GA
Current
March 9, 2023 - Present
NAVY FEDERAL INVESTMENT SERVICES, LLC
Office #1: 1195 Charlie Smith Sr. Hwy, St. Marys, GA 31558RIA
BD
CRD#: 138459
ST. Marys, GA
Past
August 3, 2021 - March 15, 2023
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
MACON, GA
Past
June 18, 2021 - March 15, 2023
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
MACON, GA
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
Alabama(7/10/2024)
IAR
Alabama(7/10/2024)
RR
California(8/20/2024)
IAR
California(8/21/2024)
RR
Colorado(2/15/2024)
IAR
Colorado(2/20/2024)
RR
Florida(3/9/2023)
IAR
Florida(3/10/2023)
RR
Georgia(3/9/2023)
IAR
Georgia(3/13/2023)
RR
Illinois(7/10/2024)
IAR
Illinois(7/12/2024)
RR
Indiana(7/10/2024)
IAR
Indiana(7/10/2024)
RR
Nevada(8/20/2024)
IAR
Nevada(8/21/2024)
RR
North Carolina(3/27/2024)
IAR
North Carolina(3/28/2024)
RR
South Carolina(1/14/2025)
IAR
South Carolina(1/21/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/18/2021
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
Company Information
NAVY FEDERAL INVESTMENT SERVICES, LLC
CRD#: 138459St. Marys, GA 31558TRUST BUT VERIFY
Monitor Justin Taylor
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
