AdFi
JB

John Bowers McConnell

Investment Adviser Representative at NAVY FEDERAL INVESTMENT SERVICES, LLC

Arlington, VACRD #5673530Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
States Registered
2 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
VirginiaWashington
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/19/2013
Series 63
Uniform Securities Agent State Law Examination
Passed 6/27/2013
Series 7
General Securities Representative Examination
Passed 2/15/2019
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/13/2013
Series 24
General Securities Principal Examination
Passed 5/3/2024

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $250,0001.07%
Next $250,0001.00%
Next $500,0000.91%
Next $1M0.82%
Over $2M0.68%
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

NAVY Federal Investment Services, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

NAVY FEDERAL INVESTMENT SERVICES, LLCCurrent
12/20/2018Arlington, VA
NAVY FEDERAL INVESTMENT SERVICES, LLCCurrent
12/20/2018Arlington, VA
EDELMAN FINANCIAL SERVICES, LLC
6/7/201611/2/2018Alexandria, VA
M&T SECURITIES, INC.
8/19/20156/13/2016Washington, DC
MCADAM LLC
10/13/20145/13/2015West Tysons Corner, VA
VOYA FINANCIAL ADVISORS, INC.
8/1/201310/3/2014Tysons Corner, VA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Bowers McConnell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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