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Luke Corliss Hinkle

Advisor at Navy Federal Investment Services, LLC — Jacksonville, FL Golden Wings Road

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

4 years

Location

Jacksonville, FL 32244

Navy Federal Investment Services, LLC logo

Navy Federal Investment Services, LLC

Multi-team

Total advisors

161

Across 94 offices

Clients per advisor

46 Low

Avg AUM per client

$282,883 Very Low

HNW client ratio

4% Very Low

About

Luke Hinkle is a CFP®-certified financial advisor at Navy Federal Investment Services, LLC with four years of industry experience. He previously worked at Merrill for five years and served in the United States Navy and Navy Reserve from 2012 to 2021. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm utilizes third-party portfolio managers via the Envestnet platform and offers various management options including a Private Wealth Consulting program for high-net-worth clients.

Client services

Based on Navy Federal Investment Services, LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Navy Federal Investment Services, LLC

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning

Occupation focus

Based on Navy Federal Investment Services, LLC

Retired

Demographic focus

Based on Navy Federal Investment Services, LLC

HENRY (High Earners, Not Rich Yet)

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Fee options

Fixed

Digital Investor Automated Portfolios fixed fee of $3.50 per month.

Percentage

$0 - $250,000: Ranges approximately 0.75% to 1.35% depending on program and third-party manager, total fee including Envestnet, NFIS platform and advisor fee $250,000 - $500,000: Ranges approximately 0.65% to 1.15% depending on program and manager $500,000 - $1,000,000: Ranges approximately 0.50% to 1.05% depending on program and manager $1,000,000 - $2,000,000: Ranges approximately 0.50% to 0.95%, varies by program and manager $2,000,000+: Ranges approximately 0.50% to 0.85%, varies by program and manager

Commissions

Commission-based brokerage services and insurance commissions also offered separately from advisory fee.

Other

Account minimum: $50,000

Location

See office

Jacksonville, FL Golden Wings Road

7231 Golden Wings Road

Jacksonville FL 32244

Advisors at this office

2

Most active in

Florida · Georgia · Virginia

Work history

4 years of industry experience

Navy Federal Investment Services, LLC

2026 - Present • 1 year

Jacksonville, FL

Navy Federal Financial Group, LLC

2026 - Present • 1 year

Jacksonville, FL

Homemaking

2025 - 2026 • 1 year

Saint Johns, FL

Merrill

2020 - 2025 • 5 years

Jacksonville, FL

Unites States Navy Reserve

2019 - 2021 • 2 years

Cleveland, OH

United States Navy

2012 - 2019 • 7 years

Cleveland, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jake S

CFP®

Jacksonville, FL

Spark Wealth Advisors

Hey! I'm Jake, Financial Planner and co-founder of Spark Wealth Advisors. I started Spark to deliver financial advice the best way I know how, free from constraints and biases that come with working for large corporate firms. As a gay man, I strive to enhance the financial lives of other gay men who may be hesitant to work with a financial professional out of fear of judgement, or not being comfortable sharing aspects of their personal lives that true financial planning requires. My firm is fee-only and I act as a fiduciary, always putting clients' interests before my own.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Tax strategies for small businesses Retired LGBTQIA Baby Boomers (Born 1946-1964)

Kevin B

CFP®

Jacksonville, FL

HCP Wealth Planning, LLC

Do you plan to make work optional before age 65? I will use my tools and expertise to educate and empower you to be your own retirement hero, rather than try to convince you that you need to pay me or any other advisor year after year. While I provide investment advice, I do not offer ongoing portfolio management as a service and my only objective is to give you the best advice possible. My planning engagements typically consist of three to four meetings and span one to three months. We will work together to create a detailed plan for early retirement that doesn't ignore what you need to feel fulfilled in the present. You will be given free ongoing access to my planning software upon completion of our engagement and I will teach you how to navigate it. Visit my website today to learn more and don't forget when you are there to sign up to receive my free guide, The Top 10 Critical Mistakes People Make When They Plan To Retire Early.

General retirement planning FIRE (Financial Independence Retire Early)
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Jerry P

Series 63, Series 65

Jacksonville, FL

JLP Investments

Jerry Parrish is the sole advisor at JLP Investments in Jacksonville, FL, holding Series 63 and Series 65 licenses with 20 years of industry experience. His prior experience includes 15 years at Dempsey Lord Smith, LLC, and he currently operates Parrish Insurance Agency, a licensed insurance producer affiliated with his investment firm. JLP Investments provides fee-based advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm utilizes custom portfolio management with tactical allocation, employing fundamental, technical, and cyclical analysis, and leverages third-party managers and TAMP programs, alongside retirement plan consulting and 1031 exchange assistance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Income planning General tax planning Real estate investing
user avatar

Mario P

CFP®, Series 66

Jacksonville, FL

Toams Financial

Mario Payne is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Toams Financial. Prior to founding Toams Financial in 2019, he worked for Raymond James Financial Services from 2013 to 2019. Outside of advisory services, Mr. Payne is an Independent Insurance Agent and holds minority ownership stakes in several technology and real estate platforms, including Let Bob LLC, a software app focused on investment strategies and trading automation. He is also the author of the book *The Relax Estate - The Relax Investor*. Toams Financial provides discretionary investment management and financial planning to individual and high-net-worth clients, using a mix of fundamental, technical, cyclical, behavioral, and charting analysis in a primarily long-term investment approach. The firm integrates AI-driven products such as the Let Bob AI Powered Momentum ETF (LETB) into client portfolios and manages a notably high client load for a single-advisor practice.

ESG / Sustainable investing
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Nicholas W

Series 65

Jacksonville, FL

NRW Asset Management, Inc.

Nicholas Whitcraft is a financial advisor at NRW Asset Management, Inc. in Jacksonville, FL, holding a Series 65 designation with 23 years of industry experience. He has been with NRW Asset Management since 2007, the sole advisor at the independent firm. NRW Asset Management provides discretionary portfolio management to individual clients, focusing on diversified accounts primarily invested in exchange-traded funds and mutual funds, with occasional use of stocks and bonds. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory and combines fundamental, technical, and cyclical analysis to inform investment decisions, maintaining a small client roster to allow for individualized advisory relationships.

Wealth management Passive / index investing Active portfolio management
user avatar

Loyd P

Series 65

Fleming Isle, FL

Section Integrity Wealth Management

Loyd Pyle is a financial advisor at Section Integrity Wealth Management with five years of industry experience. He holds a Series 65 designation and previously worked for CSX Transportation for 13 years. Section Integrity Wealth Management serves individual clients, including high-net-worth individuals, offering comprehensive wealth management and financial planning with a focus on diversified, tax-aware portfolios. The firm provides discretionary account management, retirement and Social Security planning, and educational seminars, maintaining a small client roster with individually handled accounts.

Retirement income strategy Income planning Medicare planning College savings (529s, UTMA, etc.) General tax planning
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