AJ
AJ

Andrew Jurnovoy

2 Years of Experience
Pensacola, FL
Broker

Andrew Jurnovoy is a registered investment advisor at Navy Federal Investment Services, LLC, based in Pensacola, FL, with 2 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,424 clients with $2.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
159 advisors
Number of Clients
7,424 clients
Average Client Portfolio
$283K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.35%
$250K - $500K1.15%
$500K - $1.0M1.05%
$1.0M - $2.0M0.95%
$2M+0.85%

Total fees vary depending on the specific third-party manager and program selected. Fees range across programs from roughly 1.07% to 1.34% for the first tier, decreasing for larger balances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5550 Heritage Oaks Drive, Pensacola, FL, 32526

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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
December 2024 - Present · 1 yr 10 mos
Navy Federal Investment Services, LLC
October 2023 - Present · 3 yrs
Navy Federal Investment Services, LLCBroker
October 2023 - Present · 3 yrs
State Registrations33 states
AKAZCACOCTDCFLGAHIIAILKSKYLAMAMDMOMTNCNJNMNVNYOKPASCTNTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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