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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Nash is a financial advisor who has been in the industry since 2004. Timothy is currently registered with J.P. Morgan Securities LLC and has previously worked for several other firms, including March Capital Corp., Foreside Fund Services, LLC, and ALPS Distributors, Inc. Timothy is registered in multiple states for both Broker-Dealer and Investment Advisor activities. Timothy holds multiple securities licenses, including Series 7, 3, 31, 66, and 65. Timothy is also a Branch Manager. Timothy has experience providing portfolio management, financial planning, and pension consulting services.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
07/18/2023 - Present
J.p. Morgan Securities LLC (Naples FL)
IL
09/14/2016 - 10/29/2019
MARCH CAPITAL CORP. (CHICAGO IL)
ME
10/02/2014 - 02/04/2015
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
CO
02/19/2013 - 09/19/2014
ALPS DISTRIBUTORS, INC. (DENVER CO)
IL
06/11/2010 - 02/05/2013
MARCH CAPITAL CORP. (CHICAGO IL)
NY
11/17/2006 - 04/14/2010
MAN INVESTMENTS INC. (NEW YORK NY)
NJ
08/20/2002 - 11/02/2006
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
IA
Issued 07/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2010
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2010
Series 3 - National Commodity Futures Examination
BC
Issued 11/30/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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