Warren
Johnson

Navy Federal Investment Services, LLC

CRD#6348068
Investment Advisor
in Pensacola, FL

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About this Advisor

Warren Johnson is a financial advisor working in Pensacola, Florida with a total of 5 years of industry experience. Johnson currently works for Navy Federal Investment Services, LLC. During their career, the advisor has held roles at Us Army, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Regions Bank, Cetera Investment Services LLC, Navy Federal Brokerage Services, LLC, Navy Federal Financial Group, LLC, Mississippi National Guard and Us Army Reserves. Johnson has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to serve investors in Florida. Navy Federal Investment Services, LLC is a financial advisory company that has its headquarters in Vienna, VA. It has offices in 67 locations and a total of 136 financial advisors. It administers $852 million in assets under management between its 51,299 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees largely vary depending on the type of services. Fee types billed by Navy Federal Investment Services, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

5550 Heritage Oaks Drive
Pensacola, FL 32526

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Navy Federal Investment Services, LLC Brokerage Details

Total Assets Under Management

$852,387,830

FL Average: $1,835,309,194
Total Number of Employees

136

FL Average: 32
Total Number of Accounts

51,299

FL Average: 1,458
Average Account Size

$16,616

FL Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Warren Johnson Work History

Warren has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Navy Federal Brokerage Services, LLC

2017 - Present (7 years)

Navy Federal Financial Group, LLC

2017 - Present (7 years)

Us Army Reserves

2015 - 2017 (2 years)

Regions Bank

2015 - 2017 (2 years)

Cetera Investment Services LLC

2014 - 2015 (1 year)

Northwestern Mutual Life Insurance Company

2014 - 2015 (1 year)

Northwestern Mutual Investment Services LLC

2014 - 2017 (3 years)

Mississippi National Guard

2010 - 2014 (4 years)

Us Army

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Warren Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Navy Federal Investment Services, LLC

Kathryn Hill
Vienna, VA
Ashley Clarke
Vienna, VA
Patrick Bryant
Pensacola, FL
Bryan Etheridge
Pensacola, FL
James Barnes
Vienna, VA
William Copeland
Pensacola, FL
Amy Scott
Vienna, VA
Thomas Leechin
Vienna, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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