Nicholas Docksey, financial advisor Chippewa Falls WI

Nicholas Docksey

CRD Number: 7088392
Current Firm: Edward Jones

Nicholas Docksey (CRD# 7088392) is an Investment Advisor Representative working at Edward Jones in Chippewa Falls, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Apr 2019 - Current 5
Wellbeats Inc. St. Louis Park, MN Apr 2017 - Mar 2019 1
Ambrion Inc. St. Louis Psrk, MN Feb 2017 - Apr 2017 < 1
Ditech Financial LLC Saint Paul, MN Sep 2016 - Feb 2017 < 1
Robert Half Corporation St. Paul, MN Jun 2016 - Sep 2016 < 1
University Of Wisconsin - Madison Madison, WI Sep 2013 - Jun 2016 2
Chippewa Falls Municipal Pool Chippewa Falls, WI May 2015 - Aug 2015 < 1
Chippewa Falls Municipal Pool Chippewa Falls, WI May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Nicholas A. Docksey
Phone Number: 314-515-2000
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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