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J. MARK NICKELL & CO.
CRD 111635 · SEC 801-121304
100 WESTWOOD PLACE, SUITE 330, BRENTWOOD, TN, 37027, United States
Phone
615-371-6622
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$146.4M
Discretionary AUM
$138.1M
Team
3 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)GENERAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $3.6M |
| High net worth individuals | 43 | $130.2M |
States served
TN
All web addresses on file
Official SEC filing: View on IAPD