Nicholas
Horstman

Edward Jones

CRD#6420312
Investment Advisor
in Williamston, MI

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About this Advisor

Nicholas Horstman is a financial advisor who works in Williamston, Michigan. Currently an investment advisor at Edward Jones, Horstman has 10 years of professional experience in the financial advisory industry. Horstman maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Horstman can operate in Michigan and Texas. During their career, the advisor has held roles at Edward Jones, The Huntington National Bank, Msu Federal Credit Union, Lambda Chi Alpha International Headquarters, Metal Technologies Inc and A+ Student Staffing (Super Bowl Experience). Edward Jones is headquartered in Williamston, Michigan, and operates out of 14,439 other brick-and-mortar locations in the United States. As a company, Edward Jones manages $423 billion in assets across 3,336,586 client accounts and employs more than 25,919 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the United States. The firm manages 1,067,474 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 10% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Edward Jones can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients 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

Yes

Office Location

304 W Grand River Ave Suite 102
Williamston, MI 48895

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

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

25,919

MI Average: 458
Total Number of Accounts

3,336,586

MI Average: 33,415
Average Account Size

$126,847

MI 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

Nicholas Horstman Work History

Nicholas has 10 years of experience.

2014 - Present (6 years)

Edward Jones

2014 - 2014 (< 1 year)

The Huntington National Bank

2013 - 2014 (1 year)

Msu Federal Credit Union

2012 - 2012 (< 1 year)

Lambda Chi Alpha International Headquarters

2012 - 2012 (< 1 year)

Metal Technologies Inc

2012 - 2012 (< 1 year)

A+ Student Staffing (Super Bowl Experience)

2011 - 2012 (1 year)

Lambda Chi Alpha International Headquarters

2011 - 2011 (< 1 year)

Metal Technologies Inc

2010 - 2011 (1 year)

Lambda Chi Alpha International Headquarters

2010 - 2010 (< 1 year)

Metal Technologies Inc

Disclosures

Nicholas Horstman has 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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