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Nailah Khan

20 Years of Experience
Long Beach, CA
1 DisclosureBroker

Nailah Khan is a registered investment advisor at Edward Jones, based in Long Beach, CA, with 20 years of industry experience. Nailah 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.

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
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Location

202 Argonne Ave Suite A, Long Beach, CA, 90803-1792

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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.
Customer Dispute
January 2022
Denied
Other Business Activities

Nailah is the Vice President of a BNI referral networking group in Long Beach, dedicating a few hours per week. She is also a board member of The LGBTQ Center in Long Beach, spending minimal time on strategy meetings, voting, donor relations, and event support.

Employment History
Current Registrations
Edward Jones
May 2014 - Present · 12 yrs 5 mos
Edward JonesBroker
February 2014 - Present · 12 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
March 2012 - October 2013 · 1 yr 7 mos
Cetera Advisors LLCBroker
March 2012 - October 2013 · 1 yr 7 mos
Cetera Investment Services LLCBroker
March 2012 - October 2013 · 1 yr 7 mos
Pacific Select Distributors, INC.Broker
February 2006 - March 2012 · 6 yrs 1 mo
State Registrations22 states
ALAZCACODCFLGAIDKSLAMTNJNVNYORTNTXUTVAVirgin IslandsWAWI
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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