Nicholas J Davis

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2021 → Present
  Edward Jones
  St Louis, MO
• 11/2014 → 08/2021
  Fastenal Co
  Loudon, TN

Other Businesses

Cumberland County School Board Type: Date: 08/11/22 Title: Member Trad Hrs: 0 Tot Hrs: 0 Desc: Assemble and vote on matters pertaining to area school business and policies. Create committees to improve projects and overall school related functions. City-State: Crossville TN

Exams

• S66 Uniform Combined State Law Examination
  2022-01-10

Other Names

• Nicholas Jeremiah Davis