Nicholas Krsnich
Nicholas Krsnich is a registered investment advisor at Jmn Investment Management LLC, based in Palm Beach Gardnes, FL, with 40 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 10 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JMN Investment Management charges a fee based on the value of your account, paid quarterly. The specific rate is agreed upon between you and JMN and may be negotiable. The fee is calculated by multiplying the agreed-upon annual rate by the market value of your account at the end of the previous quarter. JMN may modify the terms of the agreement, including fees, with 30 days' written notice.
Location
Palm Beach Gardnes, FL
Get directionsHistory
Regulatory History (3)
Regulatory
February 2018Regulatory
July 2013Customer Dispute
August 2009Employment History
Current Registrations
Jmn Investment Management LLC
Previous Registrations
Jmn Financial, LLC
Partnervest Advisory Services LLC
Partnervest Securities, INC.Broker
Quest Capital Strategies, INC.Broker
Bac CORP. SecuritiesBroker
Investacorp, INC.Broker
Lowry Financial Services CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.