Jefferson Nash, financial advisor Mckinney TX

Jefferson Nash

CRD Number: 6031965
Current Firm: Nashional Investments

Jefferson Nash (CRD# 6031965) is an Investment Advisor Representative working at Nashional Investments in Mckinney, TX and has over 11 years of experience in the finance industry. Jefferson Nash has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Nashional Independent Investment Management LLC Mckinney, TX Aug 2017 - Current 6
Penn Mutual Life Insurance Co Horsham, PA Aug 2015 - Current 8
Hornor Townsend & Kent Inc. Horsham, PA Aug 2015 - Current 8
Armor Wealth Management Addison, TX Aug 2015 - Nov 2017 2
Riata Corporate Group Addison, TX Jun 2013 - Jul 2015 2
H.d. Vest Investment Services Frisco, TX Feb 2012 - Jul 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Jefferson J. Nash
Phone Number: 855-627-4466 EXT 1
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    131
    ACCOUNTS
  • Average Account Value
    $64,348
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
  • Pension consulting services
  • Other
Types of Clients
Registered States

NJ, TX

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