Christopher Mcnesby
Christopher Mcnesby is a CFP-designated registered investment advisor at Jw Nova Wealth Partners, based in Newtown, PA, with 24 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 181 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
201 South State St., Suite 1A, Newtown, PA, 18940
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher sells life insurance, dedicating a few hours per week to this activity. He also works as a financial advisor for PWA Financial, ROA, and CMC Wealth Partners, spending a significant amount of time on these roles.
Employment History
Current Registrations
Jw Nova Wealth Partners
Private Client Services, LLCBroker
Previous Registrations
Pwa Financial
H. Beck, INC.Broker
H. Beck, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
UBS Financial Services INC.Broker
State Registrations5 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.