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John Walter Ekin

Nest EGG Financial Advisors

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About John Walter Ekin

John Walter Ekin is an investment advisor representative with Nest Egg Financial Advisors, a firm headquartered in Incline Village, NV. John Walter Ekin has been in the financial industry for over 5 years and has held advisory roles with Nest Egg Financial Advisors. John Walter Ekin is also the Owner of Jack Ekin Physics Consulting, a business that provides physics consultation services.

Firm Information

John Ekin is currently registered with Nest EGG Financial Advisors. Nest EGG Financial Advisors is a financial advisory firm with two investment advisor representatives. They manage approximately $19.8 million in assets, primarily for high-net-worth individuals. Their services include financial planning, pension consulting, and portfolio management for individuals.

$19.84M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

One time fixed onboarding fee for certain clients

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John Ekin’s Registration & Firm History

NV

10/12/2018 - Present

Nest EGG Financial Advisors (INCLINE VILLAGE NV)

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Licenses & Designations

IA

Issued 10/30/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Walter Ekin.
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