Jeffrey Scott Nickum
Investment adviser representative at Merit Financial Advisors
31 yearsExperience
1 stateRegistered in
$23.9BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
31 years in the industry.
- Merit Financial AdvisorsDec 2024 to now
- Purshe Kaplan Sterling InvestmentsJan 2020 to now
- Zimmermann Investment Management & PlanningApr 2019 to Dec 2024
- Pfa Professional Group, LLCAug 2001 to Jan 2020
- Pfa Security Asset Management, IncJan 2001 to Jan 2020
- Professional Financial Advisors, Inc.Feb 2000 to Dec 2019
- Professional Asset Management Advisors, Inc.Mar 1998 to Jan 2020
- Professional Tax Advisors, Inc.Aug 1995 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (PA).
Merit Financial Advisors
Legal name: Merit Financial Group, LLC
$23.9BAssets managed
20,711Clients
285Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2822256
- Firm CRD
- 142457