Nolan
Jeter

Edward Jones

CRD#6414060
Investment Advisor
in Atlanta, GA

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About this Advisor

Nolan Jeter is an advisor located in Atlanta, Georgia. Currently an advisor with Edward Jones, they have gathered 10 years of professional experience as a financial advisor. Jeter has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Jeter can serve customers in Georgia and Texas. Over the course of their career, Jeter has held roles at Edward Jones, Bb&T and Target. Edward Jones is headquartered in Atlanta, Georgia, and has 14,439 other locations in the country. As an advisor firm, Edward Jones manages $423 billion in assets throughout 3,336,586 accounts and retains more than 25,919 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the United States. The firm manages 1,067,474 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Edward Jones provides portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

900 Circle 75 Pkwy Se Ste 1680
Atlanta, GA 30339-3095

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

GA Average: $11,469,110,461
Total Number of Employees

25,919

GA Average: 458
Total Number of Accounts

3,336,586

GA Average: 33,415
Average Account Size

$126,847

GA Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Nolan Jeter Work History

Nolan has 10 years of experience.

2014 - Present (6 years)

Edward Jones

2010 - 2014 (4 years)

Bb&T

2010 - 2010 (< 1 year)

Target

Disclosures

Nolan Jeter has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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