David Nickel
Advisor at &PARTNERS
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Fee options
Financial planning, estate and trust administration consulting, 1042 consulting, and consulting services offered on a negotiated fixed fee basis.
Advisory fees based on percentage of assets under management, capped at 3.0%, fees are negotiable and may vary by client and program.
Brokerage commissions may be charged if a brokerage account is established; transaction fees and commissions apply in addition to advisory fees.
Account minimum: Envestnet maintains recommended account minimums; if the account is below the recommended minimum, a $40 annual fee applies. Specific minimum amounts are not stated in the brochure text provided, so exact minimum is null. Minimum fee: $40 annual fee charged by Envestnet if account is below recommended minimum. Fee-only: Financial planning services and estate/trust administration consulting billed at negotiated fixed fees.
Work history
&PARTNERS
2025 - Present (1 year)
WElls Fargo Clearing Services, LLC
2016 - 2025 (9 years)
WELLS FARGO ADVISORS LLC
2009 - 2016 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Jason R
Series 66
Urbanna, VA
Merrill
Jason Rowe is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been employed since 1996. He holds a Bachelor of Science degree in Business Management from Christopher Newport University and serves as a Senior Portfolio Manager. In this role, Jason manages customized discretionary investment portfolios, utilizing his own Personalized or Defined Strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Jason specializes in creating investment strategies focused on tax minimization, long-term growth, asset preservation, and wealth transfer. His client focus areas include family wealth management strategies, legacy planning, and personal retirement planning. He works to align portfolios with clients' financial objectives through tailored design and implementation. Additionally, Jason holds the Professional Investment Advisor (PIA) designation. Outside of his professional responsibilities, Jason has served on the boards of the Middlesex Family YMCA and the Cedar Point Property Owners Association. His personal interests include baseball, basketball, boating, cooking, genealogy, horseback riding, photography, softball, and traveling.
Morgan A
CFP®
White Stone, VA
MWA Investments, LLC
John M
Series 63, Series 65
Irvington, VA
Monroe Capital Partners, Llc
William M
Series 63, Series 66
Heathsville, VA
Interactive Financial Advisors
Langston W
Series 66
Urbanna, VA
WealthPlan Investment Management LLC
Joshua L
CFP®, Series 66
Kilmarnock, VA
Davenport & Company LLC
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