Nicholas Stone

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

• 12/2013 → 10/2019
  Wells Fargo Clearing Services Llc
  Washington, DC
• 02/2014 → Present
  Nick Stone Photography
  San Diego, CA
• 10/2019 → 05/2024
  Edward Jones
  St Louis, MO
• 05/2024 → 06/2024
  Wells Fargo Clearing Services, Llc
  San Diego, CA
• 06/2024 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2024-05-23 → 2024-06-14
  Wells Fargo Clearing Services, Llc
  San Diego, CA
• 2019-10-28 → 2024-05-28
  Edward Jones
  San Diego, CA
  San Diego, CA
  St Louis, MO
  Chula Vista, CA
  San Diego, CA
• 2015-12-16 → 2019-10-22
  Wells Fargo Clearing Services, Llc
  Washington, DC
  San Diego, CA

Other Businesses

Nick Stone Photography Type of business: Photography Services San Diego, CA Start date: 2/1/2014 Owner Hours per week: 1 Hours during trading: 0 Desc: I own my own small photography business which specializes in event and lifestyle.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-02
• S63 Uniform Securities Agent State Law Examination
  2011-01-28

Designations

• Certified Financial Planner

Other Names

• Nick Stone
• Nicholas Stone
• Nicholas Clark Stone