Nicholas WilsonCRD Number: 6580396
Current Firm: Edward Jones
Nicholas Wilson (CRD# 6580396) is an Investment Advisor Representative working at Edward Jones in Denver, CO and has over 5 years of experience in the finance industry.
Thrivent Advisor Network, LLC
Schaefer Financial Management, Inc.
|Edward Jones||Grapevine, TX||Aug 2018 - Current||3|
|Lyft||Dallas, TX||Nov 2017 - Jul 2018||< 1|
|Lantana Communications||Arlington, TX||May 2017 - Oct 2017||< 1|
|Fidelity Brokerage Services, LLC||Westlake, TX||Nov 2015 - Apr 2017||1|
|Engatech||Tulsa, OK||May 2014 - Oct 2015||1|
|Unemployed||Stillwater, OK||Aug 2012 - May 2014||1|
|City Of Grapevine Aquatics||Grapevine, TX||May 2010 - Aug 2012||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2018|
|S63||Uniform Securities State Law Examination||Dec 2015|
Total Assets Under Management519,780MILLIONS
Total Number of Accounts3,701,715ACCOUNTS
Average Account Value$140,416
- A percentage of assets under your management
- 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)
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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