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Aenon Jaffa Wallace

Navy Federal Investment Services, LLC

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About Aenon Jaffa Wallace

Aenon Jaffa Wallace is a registered investment advisor with Navy Federal Investment Services, LLC. Aenon has been in the industry since 2004 and is licensed to offer investment advice in California, Georgia, Maryland, New York, North Carolina, South Carolina, Virginia and Washington. Aenon holds Series 66, Series 7 and SIE licenses. Prior to working with Navy Federal Investment Services, Aenon worked with Park Avenue Securities LLC, MML Investors Services, LLC, MSI Financial Services, Inc., and Metropolitan Life Insurance Company.

Firm Information

Aenon Wallace is currently registered with Navy Federal Investment Services, LLC. Navy Federal Investment Services, LLC is a registered investment advisor based in Vienna, Virginia. They offer financial planning, educational seminars, and portfolio management for individuals and businesses. The firm manages approximately $1 billion to $10 billion in assets and has a strong presence across the United States.
Navy Federal Investment Services, LLC

1007 ELECTRIC AVE

VIENNA, VA 22180

$1.47B

Assets Under Management

Not reported

Total Clients

129

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aenon Wallace’s Registration & Firm History

VA

09/07/2023 - Present

Navy Federal Investment Services, LLC (NORFOLK VA)

VA

11/28/2018 - 07/28/2023

PARK AVENUE SECURITIES LLC (VIRGINIA BEACH VA)

VA

03/25/2017 - 10/30/2018

MML INVESTORS SERVICES, LLC (VIRGINIA BEACH VA)

VA

06/28/2004 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (VIRGINIA BEACH VA)

VA

06/28/2004 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (NORFOLK VA)

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Licenses & Designations

BOTH

Issued 07/21/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Aenon Jaffa Wallace. Review regulatory record here.
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