Patrick
Jackson
Navy Federal Investment Services, LLC
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About this Advisor
Patrick Jackson is a financial advisor based in Humble, Texas, working with Navy Federal Investment Services, LLC. Patrick has previously held positions at J.P. Morgan Securities LLC, United States Army, Pwj Reality, LLC, Military Money Now, Equitable Advisors, LLC, Jpmorgan Chase Bank, N.A, Equitable Financial Life Insurance Co, Td Ameritrade, Citigroup Global Markets Inc, Navy Federal Financial Group, LLC, Navy Federal Investment Services, LLC, Apex Fintech Solutions, First Command Brokerage Services, Inc, Texas A&M Commerce, First Command Advisory Services, Inc, and First Command Insurance Services, Inc. Patrick has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Patrick is part of Navy Federal Investment Services, LLC, which operates out of Humble, Texas. The firm has 70 offices and 151 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. 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
Services Offered
Fee Structure
Office Location
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Navy Federal Investment Services, LLC Brokerage Details
$1,472,814,495
151
6,072
$242,558
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
Patrick Jackson Work History
First Command Brokerage Services, Inc
First Command Advisory Services, Inc
First Command Insurance Services, Inc
Navy Federal Financial Group, LLC
Navy Federal Investment Services, LLC
First Command Brokerage Services, Inc
Apex Fintech Solutions
Texas A&M Commerce
Citigroup Global Markets Inc
Navy Federal Financial Group, LLC
Navy Federal Investment Services, LLC
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Td Ameritrade
Equitable Advisors, LLC
Equitable Financial Life Insurance Co
J.P. Morgan Securities LLC
Pwj Reality, LLC
Military Money Now
United States Army
Disclosures
Please visit the SEC profile of Patrick Jackson 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
Vienna, VA
Pensacola, FL
Tampa, FL
Lexington Park, MD
North Richland Hills, TX
Pensacola, FL
Milton, FL
Pensacola, FL
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