Aenon Jaffa Wallace

Navy Federal Investment Services, LLC

21 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Navy Federal Investment Services, LLC

Compensation

Fee-Only (AUM)

Firm Size

137 advisors

Number of Clients

6,406 clients

Average Client Portfolio

$268K average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:$50K

Location

7979 Hampton Blvd, Norfolk, VA, 23505

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History

Regulatory History (1)

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Judgment / Lien

January 2024

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Other Business Activities

Aenon is an officer in the Navy Reserve since 2004, dedicating about 10% of his time. This activity is not investment related.

Employment History

Current Registrations

Navy Federal Investment Services, LLC

July 2023 - Present · 2 yrs 7 mos

Navy Federal Investment Services, LLC

July 2023 - Present · 2 yrs 7 mos

Navy Federal Investment Services, LLCBroker

July 2023 - Present · 2 yrs 7 mos

Previous Registrations

Park Avenue Securities LLC

November 2018 - July 2023 · 4 yrs 8 mos

Park Avenue Securities LLCBroker

November 2018 - July 2023 · 4 yrs 8 mos

MML Investors Services, LLCBroker

March 2017 - October 2018 · 1 yr 7 mos

MML Investors Services, LLC

March 2017 - October 2018 · 1 yr 7 mos

Msi Financial Services, INC.

August 2004 - March 2017 · 12 yrs 7 mos

Msi Financial Services, INC.Broker

June 2004 - March 2017 · 12 yrs 9 mos

Metropolitan Life Insurance CompanyBroker

June 2004 - July 2007 · 3 yrs 1 mo

State Registrations9 states

AZCAGAMDNCSCTXVAWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.