Jefferson J. Nash
NASHIONAL INVESTMENTS
MCKINNEY, TX 75070
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CRD#: 6031965
Professional summary
Jefferson John Nash, CFA, CFP® is a registered financial advisor currently at NASHIONAL INVESTMENTS located in Mckinney, Texas.
Jefferson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jefferson has worked at 4 firms and has passed the Series 66, SIE, Series 3, Series 7 and Series 30 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: ARMOR WEALTH MANAGMENT | POSITION HELD: AGENT | ADDRESS: 16479 DALLAS PARKWAY, STE 850, ADDISON, TX 7500 | START DATE: 08/2015 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: SALES AND SERVICE OF LIFE, ACCIDENT, HEALTH/DI/ LTC AND ANNUITY CLIENT ACCOUNTS.
2) TAX AND ACCOUNTING SERVICES | INVESTMENT RELATED: NO | DBA NAME: JEFFERSON NASH, PLLC; | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 14860 PALM DESERT LANE, FRISCO, TX 75035 | START DATE: 07/2012 | NATURE OF ACTIVITY: TAX PREPARATION | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: TAX, ACCOUNTING/BOOKKEEPING SERVICES.
3) EAGLE INDEPENDENT INSURANCE AGENCY/ PROP/CASUALTY INSURANCE SALES | INVESTMENT RELATED - NO | DBA NAME: EAGLE INDEPENDENT INSURANCE AGENCYPROP | POSITION HELD: AGENT | ADDRESS: 1621 WILLOW LN MCKINNEY, TX 75070 | START DT: 8/7/2016 | NATURE OF ACTIVITY: PROPERTY/CASUALTY INSURANCE | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: SELLING PROPERTY AND CASUALTY PERSONAL AND COMMERICAL LINES.
4) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: CHANDLER & KNOWLES FINANCIAL | POSITION HELD: AGENT- | ADDRESS: 16479 DALLAS PARKWAY STE 850 ADDISON, TX 75001 | START DATE: 2017-01-03 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE- | APPROX HRS PER MTH: 41-100 HOURS | APPROX TRADING HRS PER MTH: 41-100 HOURS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS , INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY.
5) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: CLARK FINANCIAL GROUP | POSITION HELD: AGENT- | ADDRESS: 16479 DALLAS PKWY STE 850 ADDISON, TX 75001 | START DATE: 2017-01-03 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE- | APPROX HRS PER MTH: 26-40 HOURS | APPROX TRADING HRS PER MTH: 10-25 HOURS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS , INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY.
6) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: NASHIONAL FINANCIAL | POSITION HELD: PARTNER- | ADDRESS: 16479 DALLAS PKWY STE 850 ADDISON, TX 75001 | START DATE: 2017-01-03 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE- | APPROX HRS PER MTH: 26-40 HOURS | APPROX TRADING HRS PER MTH: 26-40 HOURS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS , INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY / WEBSITE NAME.
7) CONSULTING FOR MORTGAGE | INVESTMENT RELATED: NO | DBA NAME: NXT MORTGAGE | POSITION HELD: DIRECTOR- | ADDRESS: 239 SHERBURNE ST. LEWISVILLE, TX | START DATE: 2017-03-01 | NATURE OF ACTIVITY: OTHER- | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 HOURS | DESCRIPTION OF DUTIES: MANAGEMENT MAKE KEYDECISIONS THAT AFFECT THE BUSINESS, HELP WITH STRATEGY AND OPERATIONAL RECOMMENDATIONS, AND QUARTERLYPERFORMANCE REVIEWS.
8) MR. JEFFERSON NASH IS A PARTNER OF HODGSON & NASH CPAS PLLC, AN ACCOUNTING FIRM LOCATED AT 5900 SOUTH LAKE FOREST DR. STE #300, MCKINNEY TX 75070. START DATE WITH BUSINESS : 04-09-2018. MR. NASH'S RESPONSIBILITIES INCLUDE TAX PREPARATION/PLANNING SERVICES. HOURS DEVOTED TO BUSINESS DURING TRADING HOURS : 4;
HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS : 15.
9) LAKEFRONT FUTURES & OPTIONS LLC | BRANCH MANAGER / MANAGED FUTURES ADVISOR | 5900 SOUTH LAKE FOREST DR. STE #300, MCKINNEY TX 75070 | 2018-10-23| JEFF IS AN ASSOCIATED PERSON ACTING AS A BRANCH MANAGER FOR LAKEFRONT FUTURES & OPTIONS, LLC, AN INDEPENDENT INTRODUCING BROKER.
JEFF ALSO ACTS AS A MANAGED FUTURES ADVISOR FOR AISOURCE, A RELATED PARTY OF LAKEFRONT | JEFF WILL ASSIST BONA FIDE HEDGERS WITH THEIR BUSINESS NEEDS AND SPECULATORS WITH INVESTMENT OPPORTUNITIES WITH COMMODITY TRADING ADVISORS (CTAS).
CRS (Client Relationship Summary) - RIA
Click below to view Jefferson John Nash's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
Experience
Current
November 1, 2017 - Present
NASHIONAL INVESTMENTS
Office #1: 5900 S Lake Forest Suite 300, Mckinney, TX 75070RIA
CRD#: 289955
MCKINNEY, TX
Past
September 24, 2015 - November 17, 2017
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
ADDISON, TX
Past
August 6, 2015 - November 17, 2017
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
ADDISON, TX
Past
July 30, 2012 - January 27, 2015
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
FRISCO, TX
Past
May 8, 2012 - July 29, 2015
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
FRISCO, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(5/17/2018)
IAR
Texas(11/1/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
NI
NASHIONAL INVESTMENTS
NASHIONAL FINANCIAL | NASHIONAL INVESTMENTS | NASHIONAL INDEPENDENT INVESTMENT MANAGEMENT LLC
CRD#: 289955 / SEC#:
New Jersey
Registered Investment Advisory firm - (5/17/2018 Approved)Texas
Registered Investment Advisory firm - (10/27/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5900 S Lake Forest Suite 300, Mckinney, TX 75070
Mailing Address
Phone number
855-627-4466 EXT 1
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 120 |
| AUM (Assets Under Management) | $ 10,399,572 |
Red Flags
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