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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Reagan Nash is a financial advisor with Morgan Stanley, working with clients in the Austin area. John is a Registered Representative, which means he is able to help individuals, families, and businesses invest in various financial products. John has over 30 years of experience in the financial industry. John began his career in 1992 at Merrill Lynch and worked at UBS Financial Services Inc. before joining Morgan Stanley. John is currently registered with the following regulatory authorities: FINRA and the State of Texas. John is a strong advocate for the community and serves on the Board of Directors of the YMCA of Austin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
06/14/2024 - Present
Morgan Stanley (Austin TX)
TX
09/23/2011 - 06/25/2024
UBS FINANCIAL SERVICES INC. (AUSTIN TX)
TX
11/12/1992 - 09/27/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
IA
Issued 02/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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