Nathan Rockholm

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

• 06/2019 → Present
  Edward Jones
  St Louis, MO
• 09/1999 → 07/2019
  United States Navy
  St. Louis, MO

Other Businesses

Orion AE, LLC d/b/a Supercuts Type of business: Hair salon franchise Chesterfield, MO Start date: 1/1/2019 Member Hours per week: 3 Hours during trading: 0 Pay bills, keep books, oversee manager, assist in marketing.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-03

Designations

• Certified Financial Planner

Other Names

• Nathan Rockholm
• Nathan Benjamin Rockholm