Christopher Jumalon (CRD# 6584031) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Sandy Springs, GA and has over 7 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Navy Federal Investment Services, LLC | Sandy Spring, GA | Sep 2019 - Current | 4 |
| Navy Federal Financial Group, LLC | Sandy Springs, GA | Sep 2019 - Current | 4 |
| Wells Fargo Bank, Na | Arlington, VA | Aug 2018 - Sep 2019 | 1 |
| Wells Fargo Clearing Services, LLC | Arlington, VA | Aug 2018 - Sep 2019 | 1 |
| Pnc Investments | Pittsburgh, PA | Apr 2017 - Aug 2018 | 1 |
| Pnc Bank | Longneck, DE | Apr 2017 - Aug 2018 | 1 |
| Pnc Investments | Longneck, DE | Nov 2015 - Apr 2017 | 1 |
| Pnc Bank | Longneck, DE | Nov 2015 - Apr 2017 | 1 |
| Pnc Bank | Longneck, DE | Aug 2014 - Nov 2015 | 1 |
| Unemployed | Lewes, DE | Jan 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2016 |
- FL
- GA
- IL
- IN
- NV
-
Total Assets Under Management1,473MILLIONS
-
Total Number of Accounts6,072ACCOUNTS
-
Average Account Value$242,558
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.