Best Investors Account Sign in

Nicholas Patrick Navetta

Edward Jones

Ocala, FL

CRD 1705374

Claim This Profile
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 2019-01-09
FL RA APPROVED 2014-05-13
  • TX RA
    APPROVED_RES
    Since 2019-01-09
  • FL RA
    APPROVED
    Since 2014-05-13

Branch Locations

814 East Silver Springs Blvd Suite B, Ocala, FL 34470 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Us Army Reserve Tallahassee FL 03/1980 Present
Edward Jones St Louis MO 01/2014 Present
  • 03/1980 → Present
    Us Army Reserve
    Tallahassee, FL
  • 01/2014 → Present
    Edward Jones
    St Louis, MO
Other Businesses

DEPARTMENT OF DEFENSE London, KY Start date: 10/5/2014 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-13
  • S66 Uniform Combined State Law Examination
    2014-03-13

View on SEC IAPD

More in Ocala, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor