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 based in Pensacola, Florida, working with Navy Federal Investment Services, LLC. Warren has previously held positions at 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. Warren has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Warren is part of Navy Federal Investment Services, LLC, which operates out of Pensacola, Florida. The firm has 70 offices and 151 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Navy Federal Investment Services, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

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

$1,472,814,495

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

151

FL Average: 32
Total Number of Accounts

6,072

FL Average: 1,458
Average Account Size

$242,558

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

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

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

Jake Steffen
Vienna, VA
Ruddie Powell
Pensacola, FL
Norine Correa
Palmdale, CA
Sabrina Lee
Lexington Park, MD
Lauren Kirkwood
North Richland Hills, TX
Ryan Selmeci
Pensacola, FL
Alex Brumback
Milton, FL
Adam Cartwright
Pensacola, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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