Nathan Myers is a CFP-designated registered investment advisor at Edward Jones, based in Leesburg, VA, with 18 years of industry experience. Nathan 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
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
Location
108 South St SE Suite 112, Leesburg, VA, 20175
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Regulatory History (1)
Customer Dispute
November 2013Other Business Activities
Nathan is a board member of Wholehearted Foundation since 2016, helping plan fundraising events and review applications. He is also a board trustee of Providence Academy since 2022, supporting the school's governance and finances; these activities require minimal time.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations26 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.
Exams
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