Joshua Nix is a registered investment advisor at Edward Jones, based in Fort Wayne, IN, with 17 years of industry experience. Joshua 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
414 S Scott Rd, Fort Wayne, IN, 46814
Get directionsHistory
Regulatory History (3)
Financial
November 2024Customer Dispute
February 2023Customer Dispute
January 2020Other Business Activities
Joshua is involved in several outside business activities. He manages a weekly beach rental, owns a residential real estate rental, works as an installer for a contractor, and is the president of a construction company.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Larson Financial Securities, LLCBroker
Larson Financial Group, LLC
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
State Registrations20 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
More Advisors
- Kory Klosterman, CFPEdward Jones
- David GroholskiEdward Jones
- Joseph HamptonEdward Jones
- Shawn WallEdward Jones
- Kirk DavisEdward Jones
- Gregory Solon, CFPEdward Jones