Jonathan
Nosack

M Holdings Securities, Inc

CRD#6651994
Investment Advisor
in Portland, OR

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About this Advisor

Jonathan Nosack is a financial advisor operating out of Portland, Oregon with 4 years of relevant experience. Nosack is an employee of M Holdings Securities, Inc. During their career, Nosack has held roles at Toms Driving Academy, Cricket Wireless, Foresters Financial Services, Foresters Advisory Services, Cetera Investment Services LLC, Cetera Investment Advisers LLC and M Holdings Securities, Inc. Nosack has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Oregon. M Holdings Securities, Inc is a financial advisory firm based in Portland, OR. The firm has offices in 105 locations and a total of 738 employees. It controls $4 billion in total assets across its 10,065 customer accounts, making it one of the biggest firms in the United States by assets under management. Of its 10,065 accounts, 17% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically vary depending on which services are offered. Fees charged by M Holdings Securities, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1125 N.W. Couch St., Ste. 900
Portland, OR 97209

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M Holdings Securities, Inc Brokerage Details

Total Assets Under Management

$3,932,369,637

OR Average: $1,120,203,312
Total Number of Employees

738

OR Average: 50
Total Number of Accounts

10,065

OR Average: 1,309
Average Account Size

$390,697

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jonathan Nosack Work History

Jonathan has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

M Holdings Securities, Inc

2019 - 2019 (< 1 year)

Cetera Investment Services LLC

2019 - 2019 (< 1 year)

Cetera Investment Advisers LLC

2018 - 2019 (1 year)

Foresters Advisory Services

2016 - 2019 (3 years)

Foresters Financial Services

2013 - 2016 (3 years)

Toms Driving Academy

2010 - 2013 (3 years)

Cricket Wireless

*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 Jonathan Nosack 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 M Holdings Securities, Inc

Kory Lenz
Tampa, FL
Jason Hildebrant
Portland, OR
Amy Palmer
Portland, OR
Brian Coleman
Portland, OR
Eugene Lovasco
Portland, OR
Andrew Miner
Portland, ME
Jason Duffy
Rochelle Park, NJ
Steven Wight
San Rafael, CA

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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