Nathanael
Jones

Nuveen Asset Management, LLC

CRD#7149343
Investment Advisor
in Chicago, IL

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About this Advisor

Nathanael Jones is a financial advisor who works in Chicago, Illinois who has 1 year of relevant experience. Jones is currently employed by Nuveen Asset Management, LLC. The advisor has gained experience at The Vanguard Group, Inc, Cary Academy, Regal Cinemas, Carolina Union Activities Board, Unc Department Of Housing And Residential Education, Jones Auto Wholesale LLC, Disys, Wells Fargo Clearing Services, University Of North Carolina At Chapel Hill, Nuveen Securities, LLC, Nuveen Asset Management LLC and Vanguard Marketing Corporation. Jones holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois. Nuveen Asset Management, LLC is a financial advisory business operating out of Chicago, IL. The firm has offices in 14 locations and a total of 421 people on staff. It controls $249 billion in assets across its 70,634 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 114 charities and foundations. Of its 70,634 client accounts, 15% are held by high-net-worth clients who have at least $1 million in assets. The business performs a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice typically are based on which service is offered. However, fees billed by Nuveen Asset Management, LLC likely include any blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

333 West Wacker Drive
Chicago, IL 60606

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Nuveen Asset Management, LLC Brokerage Details

Total Assets Under Management

$248,648,334,766

IL Average: $6,674,516,078
Total Number of Employees

421

IL Average: 44
Total Number of Accounts

70,634

IL Average: 2,564
Average Account Size

$3,520,236

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Nathanael Jones Work History

Nathanael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Nuveen Securities, LLC

2022 - Present (2 years)

Nuveen Asset Management LLC

2021 - 2021 (< 1 year)

Disys

2021 - 2022 (1 year)

Wells Fargo Clearing Services

2020 - 2021 (1 year)

Jones Auto Wholesale LLC

2019 - 2020 (1 year)

The Vanguard Group, Inc

2019 - 2020 (1 year)

Vanguard Marketing Corporation

2018 - 2019 (1 year)

Jones Auto Wholesale LLC

2017 - 2017 (< 1 year)

Unc Department Of Housing And Residential Education

2016 - 2017 (1 year)

Unc Department Of Housing And Residential Education

2015 - 2016 (1 year)

Carolina Union Activities Board

2013 - 2013 (< 1 year)

Regal Cinemas

2013 - 2018 (5 years)

University Of North Carolina At Chapel Hill

2009 - 2013 (4 years)

Cary Academy

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nathanael Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Nuveen Asset Management, LLC

Jeffrey Smith
New York, NY
Jack Benjamin
Los Angeles, CA
Benjamin Colter
Chicago, IL
Shawn Polk
Chicago, IL
James Penney
Chicago, IL
Adrienne Frank
Chicago, IL
James Woodfin
Chicago, IL
Amanda Schrama
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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