Jeffrey Powell, financial advisor Virginia Beach VA

Jeffrey Powell

CRD Number: 4937764
Current Firm: Navy Federal Investment Services, LLC

Jeffrey Powell (CRD# 4937764) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Virginia Beach, VA and has over 18 years of experience in the finance industry. Jeffrey Powell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Navy Federal Investment Services, LLC Virginia Beach, VA Jan 2017 - Current 7
Navy Federal Investment Services LLC Virginia Beach, VA Mar 2010 - Current 14
Navy Federal Financial Group, LLC Vienna, VA Mar 2010 - Current 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2005
Contact Info for Jeffrey R. Powell
Phone Number: 703-206-1517
Registered State(s):
  • FL
  • GA
  • IL
  • MD
  • NJ
  • NC
  • OH
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    852
    MILLIONS
  • Total Number of Accounts
    51,299
    ACCOUNTS
  • Average Account Value
    $16,616
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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