KJ
KJ

Kent Johnson

17 Years of Experience
Reston, VA
Broker

Kent Johnson is a registered investment advisor at Navy Federal Investment Services, LLC, based in Reston, VA, with 17 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 6,406 clients with $1.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
149 advisors
Number of Clients
6,406 clients
Average Client Portfolio
$268K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$50K

Navy Federal Investment Services (NFIS) offers investment management through various third-party portfolio managers. Fees are calculated as a percentage of the assets managed and do not exceed 1.75% annually. The exact fee varies depending on the services provided, the parties involved, and the types of investments. Different clients in the same program may pay different fees. NFIS also offers a Digital Investor Automated Portfolios product for a fixed fee of $3.50 per month.

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Location

1821 Fountain Dr, Reston, VA, 20190

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Navy Federal Investment Services, LLC
January 2017 - Present · 9 yrs 6 mos
Navy Federal Investment Services, LLC
August 2009 - Present · 16 yrs 11 mos
Navy Federal Investment Services, LLCBroker
August 2009 - Present · 16 yrs 11 mos
Previous Registrations
Navy Federal Asset Management, LLC
August 2009 - January 2017 · 7 yrs 5 mos
AXA Advisors, LLC
January 2009 - May 2009 · 4 mos
AXA Advisors, LLCBroker
January 2009 - May 2009 · 4 mos
Ameriprise Financial Services, INC.
August 2008 - December 2008 · 4 mos
Ameriprise Financial Services, INC.Broker
August 2008 - December 2008 · 4 mos
State Registrations22 states
ALAZCACODCFLGAILMAMDMIMONCNHNVPASCTNTXVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kent Johnson - Financial Advisor | TrueAdvisor