Nathan Wallace
Investment adviser representative at Edward Jones
10 yearsExperience
1 stateRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Edward JonesJun 2023 to now
- Eastern Healthcare GroupFeb 2023 to Jun 2023
- Medical Facilities of AmericaOct 2017 to Feb 2023
- Marathon Resource Management GroupApr 2017 to Oct 2017
- UnemployedJan 2017 to Mar 2017
- ScottradeJul 2016 to Dec 2016
- Cellular Connections / At&tJul 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (VA).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 6674437
- Firm CRD
- 250