Nicholas Windley
Investment adviser representative at Edward Jones
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Edward JonesSep 2024 to now
- Target CorporationDec 2023 to Aug 2024
- Arrive LogisticsJul 2022 to Apr 2023
- Arrive LogisticsJun 2021 to Aug 2021
- Self-employed (uber and Doordash)Jun 2020 to Jul 2024
- A B Controls & TechnologyJun 2020 to Aug 2020
- In School (miami University)Aug 2018 to May 2022
- Atrium CorporationJun 2017 to Aug 2017
- Kendal At GranvilleMay 2017 to Aug 2017
- In School (high Schol)Aug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7973611
- Firm CRD
- 250