Nathan Adams (CRD# 6337830) is an Investment Advisor Representative working at Edward Jones in Newark, OH and has over 2 years of experience in the finance industry.
CRD# 1912843
Wells Fargo Advisors
CRD# 2837586
Raymond James Financial Services Advisors, Inc.
CRD# 6108306
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Mar 2022 - Current | 2 |
| State Farm Vp Management Corp. | Newark, OH | Apr 2015 - Mar 2022 | 6 |
| Tony Adams Insurance Agency | Newark, OH | Jan 2015 - Mar 2022 | 7 |
| Newark Catholic High School | Newark, OH | May 2019 - Dec 2021 | 2 |
| State Farm Management Corp. | Lancaster, OH | Sep 2015 - Dec 2016 | 1 |
| Tony Adams Insurance Agency | Lancaster, OH | Sep 2015 - Dec 2016 | 1 |
| Youngstown State Univeristy | Youngstown, OH | May 2010 - Apr 2015 | 4 |
| Morgan Stanely | Canfield, OH | May 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- OH
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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