Caleb Nickell

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Circleville, OH 43113

Credentials

Series 66

Industry experience

7 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Charitable giving & philanthropy Divorce financial planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k)

Work history

Edward Jones

2023 - Present (3 years)

Lpl Financial LLC

2021 - 2023 (2 years)

Caleb J Nickell Wealth Management

2020 - 2023 (3 years)

Avantax Investment Services, Inc.

2018 - 2021 (3 years)

BHM CPA Group, Inc.

2011 - 2023 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Charles P

Series 63

Circleville, OH

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Religious/faith focused

Ronald M

Series 66

Ashville, OH

Merrill

Ronald McClure is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on personal retirement planning, tax minimization, and retirement income strategies. He works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Ronald is part of the Hatley Strand McClure Team, which brings over 65 years of combined experience to provide a client-first approach to wealth management, emphasizing honesty, integrity, and proactive communication. Ronald’s professional background includes entrepreneurial experience founding RAM II Companies, a lawn care and home maintenance business, and serving as Director of Transportation for a local school district. His approach centers on building trusted relationships and guiding clients to establish and maintain a legacy for themselves and their families. Ronald holds a Bachelor's Degree from The Ohio State University and is a Personal Investment Advisor (PIA). He is actively involved in his community as a member of the Grove City Church of The Nazarene and as Sergeant at Arms of the Grove City Rotary Club. Outside of his professional and community activities, Ronald enjoys spending time with his wife Jennifer and their five children. His personal interests include boating, camping, table tennis, and volleyball. He also participates in the OSU Alumni Band and is a supporter of Ohio State sports.

General retirement planning Retirement income strategy Wealth management General estate planning guidance College savings (529s, UTMA, etc.) Parents

Diane H

Series 63

Circleville, OH

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management Business succession planning Founder/Business Owner

Jonathan M

Series 66

Ashville, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Eric P

Series 65

Circleville, OH

Moment Financial Planning

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Dylan B

Series 65

Ashville, OH

Pace Financial Advisors

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