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- Custodian
- Deutsche Bank · Merrill Lynch · Morgan Stanley
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-20-1998
- Office Locations
- 1
Office Locations
About Nazelrod & Associates Financial Services, Inc.
Nazelrod & Associates is a Towson, MD advisory serving Baltimore-area families and local businesses since 1987. The team provides financial planning and investment management, including retirement, tax and estate planning and insurance coordination. Portfolios emphasize diversified public funds with limited ETF use, focused on asset allocation and risk management—an established, relationship-driven local practice for long-term client guidance.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 53 clients, or 26.5 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location and 28 years in operation. The source data was last updated on February 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Nazelrod & Associates Financial Services, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JASON EUGENE NAZELROD
Investment Advisor Representative, President
- CRD
- #2640347
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SCOTT THOMAS HOSKINS
Investment Advisor Representative
- CRD
- #4139640
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,200,780 | -- |
| Non-Discretionary | $0 | -- |
| Total | $93,200,780 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Nazelrod & Associates Financial Services, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.