JN
JN
Jonathan Nadler
50 Years of Experience
Miami Beach, FL
1 Disclosure
Jonathan Nadler is a registered investment advisor at Oxler Private Wealth, based in Miami Beach, FL, with 50 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning. Their firm serves 151 clients with $580M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
151 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$578.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.50% to 1.50% of assets under management, negotiable based on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Miami Beach, FL
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2014Settled
Employment History
Current Registrations
Oxler Private Wealth
August 2020 - Present · 6 yrs 2 mos
Previous Registrations
Oppenheimer & CO. INC.
April 2009 - August 2020 · 11 yrs 4 mos
Oppenheimer & CO. INC.Broker
April 1988 - August 2020 · 32 yrs 4 mos
Fahnestock International INC.Broker
March 1988 - April 1988 · 1 mo
E. F. Hutton & Company INCBroker
April 1977 - April 1988 · 11 yrs
White, Weld & CO. IncorporatedBroker
April 1976 - April 1977 · 1 yr
State Registrations3 states
FLNYTX
Advisor
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.
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