Jon Murdock
Jon Murdock is a registered investment advisor at Navy Federal Investment Services, LLC, based in Lacey, WA, with 11 years of industry experience. Jon 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.95% |
| $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
Location
1140 Galaxy Drive, NE Ste A, Lacey, WA, 98516
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2022Employment History
Current Registrations
Navy Federal Investment Services, LLCBroker
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
Hohimer Wealth Management, LLC
Edward Jones
Edward JonesBroker
State Registrations6 states
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
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