Capital Markets Iq
43yrs
Top advisor by experience in Arlington
7yrs
Patrick Jackson
Financial advisor at Navy Federal Investment Services
Based in Arlington, Texas, Patrick Jackson is a fiduciary financial advisor with 7 years of industry experience. Patrick joined Navy Federal Investment Services in 2024, after less than a year at First Command Advisory Services. Navy Federal Investment Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 209 advisors with offices in Arlington, and one of 183 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office4500 Waxing Drive, Arlington, TX 76018
How the firm is paid ?Percent of assets
Typical client at the firm ?$282,883
Advisors at the firm162
States licensed ?1 state
Services through Navy Federal Investment Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowNavy Federal Investment Services, LLCCurrent firm
- Jan 2024 – Feb 2024First Command Advisory ServicesPreviously
- Sep 2022 – Apr 2023Navy Federal Investment Services, LLCPreviously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Navy Federal Investment Services at 703-206-1517 and ask for Patrick Jackson. Patrick works from the Arlington, TX office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Patrick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Navy Federal Investment Services reports being paid by a percentage of the assets they manage. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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