Jefferson John Nash

Current Employers

Employment History

• 08/2015 → Present
  Penn Mutual Life Insurance Co
  Horsham, PA
• 08/2015 → Present
  Hornor Townsend & Kent Inc
  Horsham, PA
• 08/2015 → 11/2017
  Armor Wealth Management
  Addison, TX
• 08/2017 → Present
  Nashional Independent Investment Management Llc
  Mckinney, TX

Previous Registrations

• 2015-09-24 → 2017-11-17
  Hornor, Townsend & Kent, Llc
  Addison, TX
• 2012-07-30 → 2015-01-27
  Avantax Advisory Services
  Frisco, TX

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: ARMOR WEALTH MANAGMENT | POSITION HELD: AGENT | ADDRESS: 16479 DALLAS PARKWAY, STE 850, ADDISON, TX 7500 | START DATE: 08/2015 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: SALES AND SERVICE OF LIFE, ACCIDENT, HEALTH/DI/ LTC AND ANNUITY CLIENT ACCOUNTS. 2) TAX AND ACCOUNTING SERVICES | INVESTMENT RELATED: NO | DBA NAME: JEFFERSON NASH, PLLC; | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 14860 PALM DESERT LANE, FRISCO, TX 75035 | START DATE: 07/2012 | NATURE OF ACTIVITY: TAX PREPARATION | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: TAX, ACCOUNTING/BOOKKEEPING SERVICES. 3) EAGLE INDEPENDENT INSURANCE AGENCY/ PROP/CASUALTY INSURANCE SALES | INVESTMENT RELATED - NO | DBA NAME: EAGLE INDEPENDENT INSURANCE AGENCYPROP | POSITION HELD: AGENT | ADDRESS: 1621 WILLOW LN MCKINNEY, TX 75070 | START DT: 8/7/2016 | NATURE OF ACTIVITY: PROPERTY/CASUALTY INSURANCE | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: SELLING PROPERTY AND CASUALTY PERSONAL AND COMMERICAL LINES. 4) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: CHANDLER & KNOWLES FINANCIAL | POSITION HELD: AGENT- | ADDRESS: 16479 DALLAS PARKWAY STE 850 ADDISON, TX 75001 | START DATE: 2017-01-03 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE- | APPROX HRS PER MTH: 41-100 HOURS | APPROX TRADING HRS PER MTH: 41-100 HOURS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS , INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 5) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: CLARK FINANCIAL GROUP | POSITION HELD: AGENT- | ADDRESS: 16479 DALLAS PKWY STE 850 ADDISON, TX 75001 | START DATE: 2017-01-03 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE- | APPROX HRS PER MTH: 26-40 HOURS | APPROX TRADING HRS PER MTH: 10-25 HOURS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS , INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 6) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: NASHIONAL FINANCIAL | POSITION HELD: PARTNER- | ADDRESS: 16479 DALLAS PKWY STE 850 ADDISON, TX 75001 | START DATE: 2017-01-03 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE- | APPROX HRS PER MTH: 26-40 HOURS | APPROX TRADING HRS PER MTH: 26-40 HOURS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS , INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY / WEBSITE NAME. 7) CONSULTING FOR MORTGAGE | INVESTMENT RELATED: NO | DBA NAME: NXT MORTGAGE | POSITION HELD: DIRECTOR- | ADDRESS: 239 SHERBURNE ST. LEWISVILLE, TX | START DATE: 2017-03-01 | NATURE OF ACTIVITY: OTHER- | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 HOURS | DESCRIPTION OF DUTIES: MANAGEMENT MAKE KEYDECISIONS THAT AFFECT THE BUSINESS, HELP WITH STRATEGY AND OPERATIONAL RECOMMENDATIONS, AND QUARTERLYPERFORMANCE REVIEWS. 8) MR. JEFFERSON NASH IS A PARTNER OF HODGSON & NASH CPAS PLLC, AN ACCOUNTING FIRM LOCATED AT 5900 SOUTH LAKE FOREST DR. STE #300, MCKINNEY TX 75070. START DATE WITH BUSINESS : 04-09-2018. MR. NASH'S RESPONSIBILITIES INCLUDE TAX PREPARATION/PLANNING SERVICES. HOURS DEVOTED TO BUSINESS DURING TRADING HOURS : 4; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS : 15. 9) LAKEFRONT FUTURES & OPTIONS LLC | BRANCH MANAGER / MANAGED FUTURES ADVISOR | 5900 SOUTH LAKE FOREST DR. STE #300, MCKINNEY TX 75070 | 2018-10-23| JEFF IS AN ASSOCIATED PERSON ACTING AS A BRANCH MANAGER FOR LAKEFRONT FUTURES & OPTIONS, LLC, AN INDEPENDENT INTRODUCING BROKER. JEFF ALSO ACTS AS A MANAGED FUTURES ADVISOR FOR AISOURCE, A RELATED PARTY OF LAKEFRONT | JEFF WILL ASSIST BONA FIDE HEDGERS WITH THEIR BUSINESS NEEDS AND SPECULATORS WITH INVESTMENT OPPORTUNITIES WITH COMMODITY TRADING ADVISORS (CTAS).

Exams

• S66 Uniform Combined State Law Examination
  2012-06-22

Designations