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Jake Hunter Steffen

Navy Federal Investment Services, LLC

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About Jake Hunter Steffen

Jake Hunter Steffen is a registered representative and investment advisor representative at Navy Federal Investment Services, LLC. Jake has been in the securities industry since January 10, 2023 and is currently registered in DC, FL, MD, NC, SC, and VA. Prior to joining Navy Federal Investment Services, Jake was a registered representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jake holds Series 7TO, Series 66, and SIE licenses. Jake specializes in financial planning, educational seminars, and selection of other advisors.

Firm Information

Jake Steffen 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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Jake Steffen’s Registration & Firm History

MD

05/21/2024 - Present

Navy Federal Investment Services, LLC (Brandywine MD)

DC

02/28/2023 - 05/20/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)

NY

08/26/2022 - 10/12/2022

EQUITABLE ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/01/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/26/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/18/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jake Hunter Steffen.
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