Jefferson Nash, CFP^®

CPA

President 1605.26 Miles

Nashional Independent Investment Management LLC

5900 S Lake Forest Dr, Ste 300
McKinney, TX 75070-2238

FINANCIAL ADVISOR'S WEBSITE

https://www.nashionalinvestments.com/ https://www.nashionalfinancial.com/

(855) 627-4466

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

We are a fee-based firm. We may receive a fee for assets under management (AUM), a fixed consulting fee for assets under advisement (AUA), or for insurance products only, a commission paid directly to us by insurers.

Minimums

HOUSEHOLD INCOME MINIMUM

$200,000

Investable Asset Minimum

$250,000

My Links

Nashional Investments

Nashional Tax Planning

General

Jefferson Nash is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Nashional Independent Investment Management LLC in McKinney, TX and the surrounding communities.

Financial Advisor Overview

Nashional Investments focuses mainly on clients that are interested in alternative investments and real estate for their assets allocation. We strive to find solutions for clients that match their wealth building goals. Nashional Tax Planning, an affiliated entity, provides tax preparation and planning services for most of our clients.

Financial Advisor Experience

I have nearly 25 years of combined experience in accounting, taxation, and financial services. My experience covers working for the "Big 4" accounting firms and high net worth family offices, focusing on the energy and real estate industries. My areas of expertise cover taxation, investments, insurance, and lending. I will seek the assistance or collaborate with other key professionals as needed to help clients achieve their goals.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
Certified Public Accountant (CPA)
Other - NQPC

Insurance Licenses

Life insurance: TX
Health/disability insurance: TX
Property/casualty: TX
Fixed annuities: TX

Financial Advisor's Specialties

401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Career Change, Asset Allocation, Business Taxes, Investment Management, Corporate Finance, Employee Benefits, Limited Partnerships, Irregular Income, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances