Nainoksha Kaushal
Investment adviser representative at Edward Jones
16 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
16 years in the industry.
- Edward JonesFeb 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 to Feb 2025
- Fidelity InvestmentsOct 2022 to Nov 2024
- Tutor DoctorAug 2022 to Oct 2022
- Charles Schwab & Co., Inc.Feb 2022 to Oct 2022
- Morgan Stanley Private Bank, N.ADec 2020 to Feb 2022
- Truist Financial Corporation/suntrustAug 2018 to Dec 2020
- George Mason UniveristyJan 2018 to Jan 2019
- George Mason UniversitySep 2015 to Aug 2018
- Apple Federal Credit UnionMay 2014 to Mar 2017
- Nvcc and GmuAug 2010 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7320070
- Firm CRD
- 250