Chad M Nakamura
Investment adviser representative at Edward Jones
4 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$1TFirm assets
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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
4 years in the industry.
- Edward JonesFeb 2018 to now
- Mutual of Omaha Investor ServicesFeb 2018 to Feb 2018
- Mutual of Omaha Insurance CompanyApr 2017 to Feb 2018
- Osage Pacific AdvisorsOct 2016 to Aug 2017
- Milestone CoachJun 2014 to Apr 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 2 states (HI, TX).
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
- 6718499
- Firm CRD
- 250