Jonathan Nash
Jonathan Nash is a ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Carlsbad, CA, with 13 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
6961 El Camino Real, Carlsbad, CA, 92009
Get directionsHistory
Regulatory History (1)
Criminal
September 2005Other Business Activities
Jonathan is a landlord for rental properties in San Diego, CA (since 2022) and Indianapolis, IN (since 2024). He dedicates minimal time to these activities.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
J.P. Morgan Securities LLCBroker
State Registrations16 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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