DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jeffrey B Fleuriot

Navy Federal Investment Services, LLCBD affiliatedSandy Springs, Ga dual registrantIAPD 7165848

Feed of 09/14/2026

Also filed as Jeffrey B Fleuriot

At current firm

1 y

since Sep 11, 2025

In the industry

11 y

since Oct 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Navy Federal Investment Services, LLC BD affiliated current
since Sep 11, 2025 · Sandy Springs, Ga
Truist Advisory Services, Inc. BD affiliated
Apr 1, 2025 to Aug 4, 2025 · Trickum Road, Ga
J.P. Morgan Securities LLC wirehouse
Aug 17, 2022 to Mar 25, 2025 · Plano, Tx
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 14, 2022 to Jul 8, 2022 · Atlanta, Ga
Morgan Stanley wirehouse
Sep 27, 2021 to Dec 3, 2021 · Alpharetta, Ga

Moves

a registration end followed by a registration begin elsewhere

Truist Advisory Services, Inc. to Navy Federal Investment Services, LLC
left Aug 4, 2025, registered Sep 11, 2025 (38 days) · Affiliated broker-dealer or bank to another
J.P. Morgan Securities LLC to Truist Advisory Services, Inc.
left Mar 25, 2025, registered Apr 1, 2025 (7 days) · Wirehouse to affiliated broker-dealer or bank
Merrill Lynch, Pierce, Fenner & Smith Incorporated to J.P. Morgan Securities LLC
left Jul 8, 2022, registered Aug 17, 2022 (40 days) · Wirehouse to wirehouse · moved with a team
Morgan Stanley to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Dec 3, 2021, registered Feb 14, 2022 (73 days) · Wirehouse to wirehouse

Signals

Jeffrey B Fleuriot left Truist Advisory Services, Inc. for Navy Federal Investment Services, Llc (registered 2025-09-11)
Aug 4, 2025 · Advisor changed firm · fact
Jeffrey B Fleuriot left J.P. Morgan Securities Llc for Truist Advisory Services, Inc. (registered 2025-04-01)
Mar 25, 2025 · Advisor changed firm · fact
Jeffrey B Fleuriot left Merrill Lynch, Pierce, Fenner & Smith Incorporated for J.P. Morgan Securities Llc (registered 2022-08-17)
Jul 8, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address