NJ
CFP
NJ
CFP

Nathaniel Jones

12 Years of Experience
Saint Petersburg, FL
Broker

Nathaniel Jones is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Saint Petersburg, FL, with 12 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4100 4th St N, Saint Petersburg, FL, 33703

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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
Wells Fargo Advisors
February 2023 - Present · 3 yrs 3 mos
Wells Fargo Advisors Financial Network, LLC
February 2023 - Present · 3 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2023 - Present · 3 yrs 3 mos
Wells Fargo Advisors
July 2022 - Present · 3 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Hamilton Capital Management INC
April 2004 - July 2009 · 5 yrs 3 mos
Bisys Fund Services Limited PartnershipBroker
June 2000 - June 2003 · 3 yrs
State Registrations2 states
FLGA
AdvisorBrokerBoth

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.
Nathaniel Jones - Financial Advisor | TrueAdvisor