Jefferson Nash, financial advisor Mckinney TX
93 score

Jefferson Nash

CRD Number: 6031965
Current Firm: Nashional Independent Investment Management LLC

Jefferson Nash (CRD# 6031965) is an Investment Advisor Representative working at Nashional Independent Investment Management LLC in Mckinney, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Nashional Independent Investment Management LLC Mckinney, TX Aug 2017 - Current < 1
Penn Mutual Life Insurance Co Horsham, PA Aug 2015 - Current 2
Hornor Townsend & Kent Inc. Horsham, PA Aug 2015 - Current 2
Armor Wealth Management Addison, TX Aug 2015 - Nov 2017 2
Riata Corporate Group Addison, TX Jun 2013 - Jul 2015 2
H.d. Vest Investment Services Frisco, TX Feb 2012 - Jul 2015 3
J-w Energy Company Addison, TX Aug 2010 - May 2012 1
Travis Wolff Independent Advisors & Accountants Dallas, TX May 2008 - Aug 2010 2
Kpmg LLP Dallas, TX Sep 2002 - May 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Jefferson J. Nash
Phone Number: 877-550-8558
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $217,653
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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