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Jesse Clayton Nix

Nix Wealth Management

Sacramento, CA

CRD 6512914

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Employer firm

Nix Wealth Management CRD 114091

$82.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Nix Wealth Management

1545 River Park Drive Suite 203, Sacramento, CA 95815 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-13
  • CA RA
    APPROVED
    Since 2025-10-13

Branch Locations

1545 River Park Drive Suite 203, Sacramento, CA 95815 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities Service Network, Inc Sacramento CA 08/2015 04/2017
  • 08/2015 → 04/2017
    Securities Service Network, Inc
    Sacramento, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-21
  • S66 Uniform Combined State Law Examination
    2016-01-21
Designations
  • Certified Financial Planner
Other Names
  • Jesse Nix

View on SEC IAPD

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