Advisor at Navy Federal Investment Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Navy Federal Investment Services, LLC
Location
Pace, FL
Credentials
Series 66
Industry experience
7 years
Digital Investor Automated Portfolios fixed fee of $3.50 per month; Termination fee of $150 per account after initial 5 business days
$0 - $250,000: Total fee varies by Third-Party Portfolio Manager; examples range from approximately 0.75% to 1.59% $250,001 - $500,000: Total fee varies by Third-Party Portfolio Manager; examples range from approximately 0.70% to 1.37% $500,001 - $1,000,000: Total fee varies by Third-Party Portfolio Manager; examples range from approximately 0.60% to 1.11% $1,000,001 - $2,000,000: Total fee varies by Third-Party Portfolio Manager; examples range from approximately 0.50% to 0.80% $2,000,001+: Total fee varies by Third-Party Portfolio Manager; examples range from approximately 0.50% to 0.98%
Account minimum: $50,000 typical minimum per account Minimum fee: $75 annual minimum fee for some third-party managers; $40 minimum annual per account overlay service fee
Navy Federal Investment Services, LLC
2018 - Present (8 years)
Navy Federal Financial Group, LLC
2018 - Present (8 years)
NYLIFE Securities LLC
2017 - 2018 (1 year)
New York Life Insurance CO
2017 - 2018 (1 year)
University of West Florida
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Pace, FL
Edward Jones
Series 66
Pace, FL
Edward Jones
Series 63, Series 66
Cantonment, FL
Fidelity
Jeffrey Knisley is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to design, implement, and monitor customized investment strategies aimed at achieving long-term investment goals. Jeffrey has been with Fidelity Investments since 1998, holding various positions including Senior Portfolio Specialist, Senior Investment Consultant, Assigned Relationship Manager, Fixed Income Specialist, Premium Service Representative, and Service and Trading Specialist. His extensive experience within the firm reflects a deep knowledge of investment management and client service. Outside of his professional work, Jeffrey enjoys activities such as spending time at the beach, family activities, fitness, football, running, and volunteering.
Series 66
Pace, FL
Edward Jones
CFP®, Series 63, Series 66
Pensacola, FL
Edward Jones
Series 66
Pace, FL
Edward Jones
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