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Joseph Jackson Schultz

Navy Federal Investment Services, LLC

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About Joseph Jackson Schultz

Joseph Jackson Schultz is a registered representative with Navy Federal Investment Services, LLC. Joseph has been in the securities industry since May 4, 2018. He has Series 6, 7TO, and SIE licenses. Joseph holds licenses in 38 states for Broker-Dealer/Investment Advisor and 14 states for Investment Advisor only. Joseph is a registered representative for Navy Federal Investment Services, LLC.

Firm Information

Joseph Schultz 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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Joseph Schultz’s Registration & Firm History

FL

08/11/2022 - Present

Navy Federal Investment Services, LLC (PENSACOLA FL)

FL

04/17/2018 - 08/16/2018

NYLIFE SECURITIES LLC (PENSACOLA FL)

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Licenses & Designations

BOTH

Issued 02/26/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/21/2018

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Jackson Schultz.
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