Jake Hunter Steffen is an investment adviser representative (IAR) with state registration records since 2022, appearing at 3 firms. Currently registered with NAVY FEDERAL INVESTMENT SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| NAVY FEDERAL INVESTMENT SERVICES, LLC | 2024-05-21 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2023-03-09 | 2024-05-20 | — |
| EQUITABLE ADVISORS, LLC | 2022-08-31 | 2022-10-12 | — |