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Nickolas Gazzara

Edward Jones

Lolo, MT

Lolo, MT

CRD 6587762

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-21
MT RA APPROVED 2017-05-08
  • TX RA
    APPROVED
    Since 2026-01-21
  • MT RA
    APPROVED
    Since 2017-05-08

Branch Locations

Lolo, MT • United States

104 Tyler Way, Lolo, MT 59847 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Missoula MT 11/2015 05/2017
Bank Of America, N.A. Missoula MT 05/2016 05/2017
Edward Jones St Louis MO 05/2017 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-18
  • S66 Uniform Combined State Law Examination
    2016-02-18
Designations
  • Certified Financial Planner
Other Names
  • Nick Gazzara
  • Nickolas D Gazzara
  • Nickolas David Gazzara

View on SEC IAPD

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