Jon A Nixon CPA PC

The firm primarily provides accounting and tax services to individuals, high‑net‑worth clients, trusts, estates, corporations and small businesses, and offers financial and estate planning aimed at coordinating tax and accounting matters with clients’ investment arrangements. Although it is a registered investment adviser, the firm’s core business is its CPA practice rather than direct asset management.

When investment advice or asset management is needed, the firm refers clients to third‑party money managers through professional alliance programs (including a disclosed relationship with Morgan Stanley Smith Barney) and receives referral compensation from those managers. Investment selection, portfolio management, custody and proxy voting are handled by those external managers rather than by the firm itself.

The firm’s structure is distinctive for an investment‑advisor registration because it operates as an accounting firm with an affiliated referral model and a principal who holds CPA credentials and FINRA/SEC licenses while providing financial‑operations and bookkeeping services to multiple broker‑dealers and running a separate tax practice for international organization employees. Unlike many firms in the investment‑manager category, it reports no assets under management, does not charge percentage‑of‑AUM or performance‑based investment fees, and does not exercise investment discretion or custody client assets.