Unclaimed
Nash Jackson is a financial advisor registered in Indiana and Texas. Nash works for Robert W. Baird & Co. Inc. The firm has offices in Milwaukee, WI and Columbus, IN. Nash is registered with both FINRA and the state of Indiana. Nash has been in the financial industry for over 6 years and has a Series 7TO, Series 66 and SIE. Nash specializes in working with a variety of clients, including high-net-worth individuals, corporations and other businesses, individuals other than high-net-worth individuals, pension and profit-sharing plans, insurance companies, investment companies, and charitable organizations. Nash offers a variety of financial services, including financial planning, portfolio management, pension consulting, educational seminars, selection of other advisors, and publication of periodicals.
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.
See schedule d
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.
Hard dollar payments for research
1
2
IN
02/01/2024 - Present
Robert W. Baird & Co. Inc. (COLUMBUS IN)
BOTH
Issued 10/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Nash Jackson is the right advisor for you? Invested Better is here to help.