Jefferson J. Nash

NASHIONAL INVESTMENTS

MCKINNEY, TX 75070

Some features on this profile are disabled

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.

The advisor shows no other business activity.

Blog Corner

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®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

November 1, 2017 - Present

NASHIONAL INVESTMENTS

Office #1: 5900 S Lake Forest Suite 300, Mckinney, TX 75070

RIA

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

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.

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/22/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/13/2021

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 8/2/2018

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 5/7/2012

General Securities Representative Examination

Principal/Supervisory Exam

Series 30

Date: 9/1/2018

NFA Branch Manager Examination

Current Firm

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

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	120
AUM (Assets Under Management)	$ 10,399,572

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Kenneth Hopkins

ORION WEALTH MANAGEMENT LLC

IAR

RICHARDSON, TX

Jonathan Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

IAR

DALLAS, TX

Brett Phillips

VOYA FINANCIAL ADVISORS, INC.

IAR

DALLAS, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jefferson J. Nash

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jefferson John Nash's CRS (Customer Relationship Summary).

Certified licenses

Experience

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/22/2012

SIE

Date: 12/13/2021

Series 3

Date: 8/2/2018

Series 7

Date: 5/7/2012

Series 30

Date: 9/1/2018

Current Firm

NASHIONAL INVESTMENTS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NASHIONAL INVESTMENTS

TRUST BUT VERIFY

Similar Advisors