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- Custodian
- Charles Schwab & Company · Nationwide · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-10-2004
- Office Locations
- 1
Office Locations
About J. Mark Nickell & Co.
J. Mark Nickell & Co. is a Brentwood, TN registered investment adviser providing integrated financial management that combines investment management with tax, estate, and retirement planning. The firm focuses on helping individuals and families navigate major life transitions, retirement, and legacy goals. Investment implementation includes portfolio construction using public funds such as ETFs and mutual funds, and it custodians assets at Charles Schwab.
Team overview
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Owner & Executives
JOSEPH MARK NICKELL
Chief Compliance Officer, President
- CRD
- #4479162
- Ownership
- 50% but less than 75%
MARGARET ROSE DOVER
SENIOR CLIENT ADVISOR
- CRD
- #5424084
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,147,486 | $902,925 |
| Non-Discretionary | $8,278,038 | $394,192 |
| Total | $146,425,524 | $841,526 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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