JN
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James Nash

11 Years of Experience
O'Fallon, IL
1 DisclosureBroker

James Nash is a registered investment advisor at First Command Advisory Services, based in O'Fallon, IL, with 11 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 113,591 clients with $24B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1015 advisors
Number of Clients
113,591 clients
Average Client Portfolio
$215K average
Assets Under Management
$24.4B

Fee Structure

Minimum Investment:$20K

First Command offers investment management through its Asset Management Solutions (AMS) program. If you participate in the AMS program, First Command will manage and periodically rebalance your account assets consistent with the asset allocation for your chosen model portfolio. First Command and your Advisor will each share a portion of the wrap fee charged to you for your participation in the AMS program. First Command does not monitor AMS accounts on an individual basis.

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Location

639 N Main Street, O'Fallon, IL, 62269

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History

Regulatory History (1)
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Criminal
July 1998
Final Disposition
Employment History
Current Registrations
First Command Advisory Services
December 2015 - Present · 10 yrs 5 mos
First Command Brokerage Services, INC.
March 2015 - Present · 11 yrs 2 mos
First Command Brokerage Services, INC.Broker
March 2015 - Present · 11 yrs 2 mos
Previous Registrations
First Command Financial Planning, INC.
April 2015 - December 2015 · 8 mos
First Command Financial Planning, INC.Broker
November 2011 - January 2012 · 2 mos
First Command Financial Planning, INC.
October 2011 - January 2012 · 3 mos
State Registrations2 states
ILMO
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.
James Nash - Financial Advisor | TrueAdvisor