Jefferson Nash
Jefferson Nash is a CFP-designated registered investment advisor at Nashional Investments, based in Mckinney, TX, with 13 years of industry experience. Jefferson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Real Estate Investing. Their firm serves 73 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K+ | 0.50% |
Fees are negotiable. 1.00% annual fee for structured notes and non-traded REITs.
Fee Estimator
Location
5900 S Lake Forest, Suite 300, Mckinney, TX, 75070
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jefferson is involved in several insurance brokerages, dedicating a significant amount of time (nearly full-time) to Armor Wealth Management and about a quarter of his time to Chandler & Knowles Financial, Clark Financial Group, and Nashional Financial. He also provides tax and accounting services and consults for a mortgage company, spending minimal time on each.
Employment History
Current Registrations
Nashional Investments
Previous Registrations
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
State Registrations2 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.