Nicholas McFarland (CRD# 7520430) is an Investment Advisor Representative working at Edward Jones in Grand Rapids, MI and has 1 year of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Apr 2022 - Current | 1 |
| Unemployed | Grand Rapids, MI | Apr 2021 - Mar 2022 | < 1 |
| Cadillac Coffee Company | Fort Wayne, IN | Jan 2016 - Mar 2021 | 5 |
| Cadillac Coffee Company | Fort Wayne, IN | Oct 2014 - Dec 2015 | 1 |
| Logistics Insight Corporation | Romulus, MI | Mar 2014 - Oct 2014 | < 1 |
| Unemployed | Belleville, MI | Dec 2013 - Feb 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- MI
- TX
-
Total Assets Under Management593,127MILLIONS
-
Total Number of Accounts4,558,331ACCOUNTS
-
Average Account Value$130,119
- A percentage of assets under your management
- Other
- 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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