JN
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Jerry Nightingale

8 Years of Experience
Fremont, CA

Jerry Nightingale is a registered investment advisor at Nightingale Financial Advisory, based in Fremont, CA, with 8 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25 clients with $37M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
25 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$36.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fee is negotiated with each client and does not exceed 1.5% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Fremont, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Nightingale Financial Advisory
June 2017 - Present · 8 yrs 11 mos
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.