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Nashica Mcrath

Edward Jones

Alpharetta, GA

CRD 6970413

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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_RES 2021-09-22
GA RA APPROVED 2018-08-21
  • TX RA
    APPROVED_RES
    Since 2021-09-22
  • GA RA
    APPROVED
    Since 2018-08-21

Branch Locations

4400 North Point Parkway Suite 158, Alpharetta, GA 30022-2472 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 06/2018 Present
Leaseplan Us Alpharetta GA 11/2007 03/2018
  • 06/2018 → Present
    St Louis, MO
  • 11/2007 → 03/2018
    Leaseplan Us
    Alpharetta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-17
  • S66 Uniform Combined State Law Examination
    2018-08-17
Designations
  • Certified Financial Planner
Other Names
  • Nashica Ivey Thompson
  • Nashica Ivey Mcrath

View on SEC IAPD

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