Business Description

The market is volatile and having an independent provider of financial planning and investment management services on your side can help you achieve your desired financial goals. Nexus Financial Management is a fee-only Registered Investment Advisory firm located in Jacksonville, Florida. We are held to a Fiduciary Standard which means we act solely in your best interest. Whether you are building assets for the future--or seeking to protect those you already have--Nexus Financial Management is ready to help with unbiased advice.

General Information

Gender:

Male

CRD#:

2421306

Firm CRD#:

138015

Name of Custodial Firm:

TD Ameritrade Institutional

States Licensed in:

States Willing to do Business in:

ALL

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Businesses, Individual Investors

Education

Academic Background

Bachelor of Science in Business Administration, Finance
University of Central Florida

Services

Investment Types:

Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks

Qualifications & Memberships

Certifications, Accreditations & Designations:

Registered Investment Advisor (RIA) (State or SEC)

Securities Licenses:

Series 66, Series 7

Firm Information

Number of Advisors in Office:

Up to 10 employees

Compliance

Registered Investment Advisor:

Yes

Investment Advisor Representative:

Yes

I am an acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-only financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

No $ minimum

Compensation Methods:

Based on Assets

Fee % Based on Assets:

varies

Additional Details on Charges:

Fee is based on assets under direct management and generally ranges between 1/2% to 7/8% annually.

Prepared By:

Bryan Dudones