Jefferson Nash, financial advisor Addison TX
90 score

Jefferson Nash

CRD Number: 6031965
Current Firm: Hornor, Townsend & Kent, Inc.

Jefferson Nash (CRD# 6031965) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Addison, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Penn Mutual Life Insurance Co Horsham, PA Aug 2015 - Current 1
Hornor Townsend & Kent Inc. Horsham, PA Aug 2015 - Current 1
Riata Corporate Group Addison, TX Jun 2013 - Jul 2015 2
H.d. Vest Investment Services Frisco, TX Feb 2012 - Jul 2015 3
J-w Energy Company Addison, TX Aug 2010 - May 2012 1
Travis Wolff Independent Advisors & Accountants Dallas, TX May 2008 - Aug 2010 2
Kpmg LLP Dallas, TX Sep 2002 - May 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Jefferson J. Nash
Phone Number: 215-957-7300
Firm Website: http://www.htk.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,000
    MILLIONS
  • Total Number of Accounts
    3,542
    ACCOUNTS
  • Average Account Value
    $282,463
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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