Nicholas Jones
Nicholas Jones is a CFP-designated registered investment advisor at Gradient Wealth Management, based in Jacksonville, OR, with 21 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,268 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Wealth Management offers non-discretionary asset management services, where they recommend securities but require your approval before any trades. The annual fee is a maximum of 2.00% of the assets they manage, but this fee is negotiable based on factors like the money manager selected, the advisor providing services, and the value of your account. The fee can be paid monthly or quarterly, either in advance or after the period. You can terminate the agreement with 30 days' notice and receive a refund for services not provided.
Location
260 N 3rd Street, Jacksonville, OR, 97530
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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
Nicholas is a Vice President at Jones & Associates Premier Financial Solutions, a Registered Representative with Gradient Securities, LLC, and the Owner/President of Jones & Associates Insurance Solutions, LLC. He also is a managing member of N&L Properties, LLC, a real estate holding rental property, dedicating minimal time to this.
Employment History
Current Registrations
Gradient Securities, LLCBroker
Jones & Associates Premier Financial Solutions
Previous Registrations
Principal Funds Distributor, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.