J. MARK Nickell & Co.
SEC RegisteredThere's a Clear Path to a Secure Financial Future
About the firm
J. Mark Nickell & Company offers Integrated Financial Management by a Chartered Financial Analyst®, providing financial planning and investment management services. The firm is a fee-only, NAPFA-Registered Financial Advisory firm and fiduciary, located in Brentwood, Tennessee. Since 1994, the firm has helped clients navigate investment management, tax and estate planning, and retirement strategy.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Integrated Financial Management including investment management, tax and estate planning, retirement strategy, maximizing retirement cash flow and social security benefits, and navigating situations related to relocation, job transition, and survivorship
Who they serve
Clients seeking a secure retirement, guidance through major life transitions, and plans to help future generations remain secure
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 6 | $3.6M |
| High Net Worth Individuals | 43 | $130M |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. J. MARK Nickell & Co. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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