Joshua Jorge Anthony Porras
Investment Adviser Representative at NAVY Federal Investment Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joshua Jorge Anthony Porras is an investment adviser representative with NAVY Federal Investment Services, LLC in Santee, CA, where they have been registered since 2020. They have worked in the securities industry since 2017 and were previously registered with Independent Financial Group, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Alaska, California, Hawaii, Nevada, Oregon, and Washington.
Registrations & licenses
- Investment adviser:
- Alaska, California, Hawaii, Nevada, Oregon, Washington
- Broker:
6 states and territories
Alaska, California, Hawaii, Nevada, Oregon, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Phase FOUR Financial SolutionsOct 2014 – Apr 2018San Diego, CA
- Navy Federal Financial Group, LLCMar 2020 – no end date reportedSan Diego, CA
- Navy Federal Investment Services, LLCMar 2020 – no end date reportedSan Diego, CA
- Navy Federal Credit UnionApr 2018 – Mar 2020La Mesa, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About NAVY Federal Investment Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $50,000
- First $250,0001.07%
- Next $250,0001.00%
- Next $500,0000.91%
- Next $1M0.82%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, investments (including online portfolio management and investment tools and strategies), life insurance, and estate planning.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 159
- Offices listed on AdvisorFinder:
- 29
- Main office:
- Vienna, VA
- SEC file number:
- 801-68067
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at NAVY Federal Investment Services, LLC
Showing 12 of 159 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joshua Jorge Anthony Porras 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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