Nicholas A Tschakert
Investment adviser representative at Edward Jones
13 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
13 years in the industry.
- Edward JonesFeb 2026 to now
- TschakertstorageDec 2024 to Jan 2026
- Plains Commerce BankMay 2024 to Jan 2026
- First Interstate BankJan 2023 to May 2024
- MenardsJun 2017 to Feb 2023
- True Travel UnlimitedJan 2017 to Dec 2017
- AflacMay 2016 to Mar 2017
- Full-time StudentAug 2013 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (SD, 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
- 8215875
- Firm CRD
- 250