Joshua Nix is a registered investment advisor at Edward Jones, based in Fort Wayne, IN, with 16 years of industry experience. Joshua 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 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
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.