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CFP
NK
CFP

Nikolai Kondra

Edward Jones
25 Years of Experience
Angleton, TX
1 DisclosureBroker
View SEC Summary
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Nikolai Kondra is a CFP-designated registered investment advisor at Edward Jones, based in Angleton, TX, with 25 years of industry experience. Nikolai is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2513 North Velasco Ste B, Angleton, TX, 77515

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
December 1995
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Nikolai owns rental property in Bryan, TX since 2023, requiring minimal time. This activity is not investment-related.

Employment History
Current Registrations
Edward Jones
March 2012 - Present · 14 yrs 7 mos
Edward JonesBroker
February 2012 - Present · 14 yrs 8 mos
Previous Registrations
Investment Professionals, INC.
May 2003 - February 2012 · 8 yrs 9 mos
Investment Professionals, INC.Broker
May 2003 - February 2012 · 8 yrs 9 mos
Terra Securities CorporationBroker
January 2003 - May 2003 · 4 mos
H.D. Vest Investment ServicesBroker
April 2001 - January 2003 · 1 yr 9 mos
State Registrations9 states
COFLGAHIINLANCOKTX
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.
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