Jesse C. Nix

NIX WEALTH MANAGEMENT

Sacramento, CA 95815

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CRD#: 6512914

Professional summary

Jesse Clayton Nix, CFP®, who also goes by Jesse Nix, is a registered financial advisor currently at NIX WEALTH MANAGEMENT located in Sacramento, California.

Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jesse has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jesse Nix

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 Jesse Clayton Nix'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^®

Certified Financial Planner

Start date: 2017

Experience

Current

July 21, 2017 - Present

NIX WEALTH MANAGEMENT

Office #1: 1545 River Park Drive Suite 203, Sacramento, CA 95815

RIA

CRD#: 114091

Sacramento, CA

Past

November 17, 2015 - April 21, 2017

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

SACRAMENTO, CA

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

California
(7/21/2017)

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: 1/21/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/21/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/17/2015

General Securities Representative Examination

Current Firm

NIX WEALTH MANAGEMENT

NIX WEALTH MANAGEMENT | NIX, JOSEPH B.

CRD#: 114091 / SEC#:

California

Registered Investment Advisory firm - (3/17/1995 Approved)

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Contact information

Main Address

1545 River Park Drive Suite 203, Sacramento, CA 95815

Mailing Address

Phone number

(916) 922-0629

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	115
AUM (Assets Under Management)	$ 82,000,000

Red Flags

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

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Jesse C. Nix

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Clayton Nix's CRS (Customer Relationship Summary).

Certified licenses

Experience

NIX WEALTH MANAGEMENT

SECURITIES SERVICE NETWORK, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/21/2016

SIE

Date: 4/21/2017

Series 7

Date: 11/17/2015

Current Firm

NIX WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NIX WEALTH MANAGEMENT

TRUST BUT VERIFY

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