NJ
NJ

Nicholas Jones

4 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
652 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$2M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.20%
$1.0M - $5.0M1.00%
$5M+0.90%

Fees may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

650 S. Main Street, Suite 700, Salt Lake City, UT, 84101

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History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Crewe Advisors
May 2025 - Present · 9 mos
Crewe CapitalBroker
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Houlihan Lokey Capital, INC.Broker
July 2022 - November 2024 · 2 yrs 4 mos
Piper Sandler & CO.Broker
September 2021 - June 2022 · 9 mos
Citigroup Global Markets INC.Broker
October 2020 - February 2021 · 4 mos
State Registrations1 state
UT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Nicholas Jones - Financial Advisor | TrueAdvisor