Nathan Jones, financial advisor Reno NV
90 score

Nathan Jones

CRD Number: 1255157
Current Firm: Usdr Investment Management

Nathan Jones (CRD# 1255157) is an Investment Advisor Representative working at Usdr Investment Management in Reno, NV and has over 4 years of experience in the finance industry.

Similar Advisors
Heidi Foster, financial advisor Reno NV
Heidi A. Foster
CRD# 4739930
American Wealth Management
Similar Advisors
Robert Green, financial advisor Reno NV
Robert B. Green
CRD# 2582158
Cojo Bay Advisors, LLC
Similar Advisors
William Austin, financial advisor Reno NV
William W. Austin
CRD# 4227966
Ameriprise Financial Services, Inc.
Company Name Location Dates Years
Wj Investments LLC Reno, NV Oct 2008 - Current 8
Retired - Not Employed Incline Village, NV Jan 2008 - Oct 2008 < 1
Coldwell Banker Real Estate Incline Village, NV Jun 2006 - Dec 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2012
S63 Uniform Securities State Law Examination Jun 2016
Contact Info for Nathan E. Jones
Phone Number: 775-737-9999
Firm Website:
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.