Nathaniel Sturgill

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

• 06/2017 → 09/2020
  Wells Fargo Clearing Services Llc
  Elkin, NC
• 11/2013 → 09/2020
  Wells Fargo Bank Na
  Elkin, NC
• 09/2020 → 08/2022
  First Citizens Bank
  Wilkesboro, NC
• 12/2020 → 08/2022
  First Citizens Investor Services
  Raleigh, NC
• 08/2022 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2020-12-11 → 2022-08-05
  First Citizens Investor Services, Inc.
  Charlotte, NC
  Wilkesboro, NC
• 2017-09-05 → 2020-09-24
  Wells Fargo Clearing Services, Llc
  Elkin, NC
  Mount Olive, NC
  Charlotte, NC
  North Wilkesboro, NC
  Boone, NC

Other Businesses

Carolina Thieves Travel Type of business: Nonprofit Wilkesboro, NC Start date: 5/23/2022 Member Hours per week: 4 Hours during trading: 0 Travel organization for my children. Assisted with establishing and coaching the 10U travel team

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-31
• S63 Uniform Securities Agent State Law Examination
  2017-08-10

Other Names

• Nathaniel Sturgill
• Nathaniel Scott Sturgill