Nicholas Bodnar, financial advisor Chapel Hill NC
89 score

Nicholas Bodnar

CRD Number: 6242991
Current Firm: Edward Jones

Nicholas Bodnar (CRD# 6242991) is an Investment Advisor Representative working at Edward Jones in Chapel Hill, NC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Sep 2013 - Current 3
Mandolin (restaurant) Raleigh, NC Oct 2011 - Sep 2013 1
North Carolina State University Raleigh, NC Aug 2010 - May 2013 2
Merrill Lynch Cary, NC May 2012 - Sep 2012 < 1
Fearrington Village Pittsboro, NC Sep 2009 - Sep 2011 2
Wake Tech Community College Raleigh, NC Aug 2008 - May 2010 1
Eagle Ridge Golf Club Raleigh, NC Jun 2008 - Sep 2009 1
Middle Creek High School Apex, NC Aug 2004 - May 2008 3
Party City Cary, NC Aug 2005 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Nicholas M. Bodnar
Phone Number: 314-515-2000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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