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Nathaniel Jeffry Jones

AVIOR WEALTH MANAGEMENT, LLC·OMAHA, Nebraska
Unclaimed Profile
14301 FIRST NATIONAL BANK PARKWAY, OMAHA, NE 68154CRD# 7720711Firm CRD# 148674
01

About

Nathaniel Jeffry Jones is a registered financial advisor based in OMAHA, Nebraska, affiliated with AVIOR WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AVIOR WEALTH MANAGEMENT, LLC
AVIOR WEALTH MANAGEMENT, LLC
AUM
$4.0B
Regulatory assets under management
Employees
204
Total firm employees
View all advisors at AVIOR WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7720711
Firm CRD# 148674
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nathaniel Jeffry Jones offer?
Nathaniel Jeffry Jones specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.
What are Nathaniel Jeffry Jones's credentials?
Nathaniel Jeffry Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nathaniel Jeffry Jones located?
Nathaniel Jeffry Jones is based in OMAHA, Nebraska, working with AVIOR WEALTH MANAGEMENT, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.
How does Nathaniel Jeffry Jones charge for services?
Nathaniel Jeffry Jones's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AVIOR WEALTH MANAGEMENT, LLC?
AVIOR WEALTH MANAGEMENT, LLC has approximately 204 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Nebraska
LINCOLN (130)NORTH PLATTE (20)LA VISTA (19)LAVISTA (14)GRAND ISLAND (10)
City Guides
LINCOLN GuideNORTH PLATTE GuideLA VISTA GuideLAVISTA GuideGRAND ISLAND Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
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