Claim Profile
JA

John W Alexander

&PARTNERS·NASHVILLE, Tennessee
Unclaimed Profile
40 BURTON HILLS BLVD, NASHVILLE, TN 37215CRD# 2327561Firm CRD# 3767
01

About

John W Alexander is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with &PARTNERS. 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
Nonprofits & Foundations
03

Firm Overview

Firm
&PARTNERS
&PARTNERS
AUM
$1.2B
Regulatory assets under management
Employees
327
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Commissions
Performance-based fees
Other: TRANS FEE, SERVICE CHARGES; 12B-1; MONEY MARKET TRLS; BDSP
Regulatory
SEC/IARD CRD# 2327561
Firm CRD# 3767
10 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NASHVILLE?

Browse all registered financial advisors in NASHVILLE, Tennessee or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does John W Alexander offer?
John W Alexander specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NASHVILLE, Tennessee for a consultation.
What are John W Alexander's credentials?
John W Alexander is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John W Alexander located?
John W Alexander is based in NASHVILLE, Tennessee, working with &PARTNERS. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does John W Alexander charge for services?
John W Alexander's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, commissions, performance-based fees, other: trans fee, service charges; 12b-1; money market trls; bdsp. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is &PARTNERS?
&PARTNERS has approximately 327 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty