Virginia Beach, VA Virginia Beach Blvd Office
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Navy Federal Investment Services, LLC
Multi-team
Firm-wide stats for Navy Federal Investment Services, LLC
About
Navy Federal Investment Services (NFIS) serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm delivers advice primarily through managed advisory programs that incorporate third‑party portfolio managers, and it also provides planning and reporting through its investment adviser representatives.
NFIS structures client portfolios largely by selecting and monitoring third‑party portfolio managers on the Envestnet platform, with an investment committee conducting due diligence and quarterly reviews of managers and account activity. The firm supports layered solutions such as unified managed accounts, strategist and fund‑strategist portfolios, and optional overlays for tax or impact objectives, while also providing a digital automated ETF portfolio product for members who prefer an automated solution.
What distinguishes NFIS from many peers is its dual role as a registered investment adviser and a broker‑dealer affiliated with a banking/credit‑union group: many IARs are also registered representatives and licensed to sell insurance, and clients may implement recommendations through either advisory or commission‑based channels. The firm’s corporate ties — including a minority ownership stake in Members Trust Company (and a board role held by an NFIS executive) and clearing relationships that piggyback through third parties — create referral and operational arrangements the firm discloses and monitors as potential conflicts of interest.
Expertise
Location
4001 Virginia Beach Blvd, Ste 132
Virginia Beach VA 23452-1759
Advisors at this office
3
Advisors at this office
Jay C
Series 66
Virginia Beach, VA
Navy Federal Investment Services, LLC
Jay Curtis is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 credential and four years of industry experience. Prior to joining Navy Federal, he worked at Bank of America and Merrill. Outside of his advisory role, Curtis is involved in several business activities, including managing Curtis Cruisin LLC, which rents recreational vehicles, and working as a caregiver and food delivery driver. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily utilizes managed advisory programs with third-party portfolio managers and offers a range of solutions, including automated ETF portfolios and unified managed accounts.
Mark C
Series 63, Series 66
Virginia Beach, VA
Navy Federal Investment Services, LLC
Mark Crabtree is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Navy Federal in various capacities since 2011, including roles at Navy Federal Financial Group, Navy Federal Investment Services, and Navy Federal Brokerage Services. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs that utilize third-party portfolio managers.
Joi M
Series 66
Virginia Beach, VA
Navy Federal Investment Services, LLC
Joi Morrison is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to her current role, she served in the United States Navy for 12 years. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients by providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm utilizes managed advisory programs with third-party portfolio managers and offers layered investment solutions, combining advisory and commission-based channels within its credit union affiliation.
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