Nicholas Mason, financial advisor Morgantown WV
88 score

Nicholas Mason

CRD Number: 6195192
Current Firm: Edward Jones

Nicholas Mason (CRD# 6195192) is an Investment Advisor Representative working at Edward Jones in Morgantown, WV and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2014 - Current 2
Edward Jones Fairmont, WV May 2013 - Jun 2014 1
Student Huntington, WV Sep 2013 - May 2014 < 1
Fastenal Company Huntington, WV Aug 2012 - May 2013 < 1
Unemployed Bridgeport, WV Jun 2012 - Jul 2012 < 1
Oliverio's Italian Style Peppers Clarksburg, WV May 2009 - May 2012 3
Diamond Street Car Wash Bridgeport, WV May 2009 - Mar 2010 < 1
Student Bridgeport, WV Sep 2008 - Apr 2009 < 1
Bridgeport Country Club Bridgeport, WV May 2008 - Aug 2008 < 1
Student Bridgeport, WV Jun 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Nicholas A. Mason
Phone Number: 314-515-2000
Registered State(s):
  • WV
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
88
Clean Record
This advisor has a clean track record with regulators.

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