Patrick Jackson
Patrick Jackson is a registered investment advisor at Navy Federal Investment Services, LLC, based in Burleson, TX, with 5 years of industry experience. Patrick 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
Burleson, TX
Get directionsHistory
Regulatory History (3)
Financial
May 2020Financial
January 2020Financial
February 2019Other Business Activities
Patrick owns Greater Lights Logistics LLC, a general freight transportation business, with his wife. He spends a few hours per week on this business, which involves managing employees who pick up and deliver freight.
Employment History
Current Registrations
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLCBroker
Navy Federal Investment Services, LLC
Previous Registrations
First Command Brokerage Services, INC.Broker
First Command Advisory Services
Apex Clearing CorporationBroker
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLCBroker
Citigroup Global Markets INC.Broker
TD Ameritrade, INC.Broker
J.P. Morgan Securities LLCBroker
Equitable Advisors, LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations13 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.