Advisor at Nashional Investments
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Firm
Nashional Investments
Location
Mckinney, TX 75070
Credentials
CFP®, Series 66
Industry experience
13 years
Jefferson Nash is a CFP® professional with 13 years of experience in financial advising. He is currently with Nashional Investments and has held roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Outside of advisory work, Nash is involved in tax preparation and serves as a partner in an accounting firm, as well as acting as a branch manager and managed futures advisor for an independent introducing broker. Nashional Independent Investment Management LLC serves individual and business clients, managing discretionary and non-discretionary portfolios using a range of investment strategies including traditional securities, alternative investments, and specialized 1031 exchange consulting. The firm combines advisory services with related tax, insurance, mortgage, and futures activities.
Based on Nashional Investments
Based on Nashional Investments
Fixed fee for 1031 exchange consulting services, based on a tiered asset value schedule, negotiated and agreed upon in writing
$1 - $499,999: 0.75% $500,000+: 0.50% Structured Notes and Non-Traded REITs+: 1.00%
$475 per hour
5900 S Lake Forest, Suite 300
Mckinney, TX 75070
New Jersey · Texas
Nashional Independent Investment Management LLC
2017 - Present (9 years)
Hornor Townsend & Kent Inc
2015 - Present (11 years)
Penn Mutual Life Insurance Co
2015 - Present (11 years)
ARMOR Wealth Management
2015 - 2017 (2 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Verified by Warmer
Series 63, Series 66
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Series 63, Series 65, Series 66
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