Nicholas James Messina

Advisor at Edward Jones — Alliance, OH S Sawburg Rd

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Alliance, OH 44601

Edward Jones logo

Edward Jones

Institution

Total advisors

24,118

Across 14,150 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Nicholas Messina is a financial advisor at Edward Jones with a Series 66 designation and over four years of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Johns Towing, Chipotle, Walsh University, and Southeast High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs and fiduciary services through a nationwide network of over 23,000 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Inheritance planning

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Alliance, OH S Sawburg Rd

1370 S Sawburg Rd Suite C

Alliance OH 44601

Advisors at this office

2

Most active in

Ohio

Work history

< 1 year of industry experience

Edward Jones

2026 - Present • 1 year

St. Louis, MO

Edward Jones

2024 - 2026 • 2 years

St. Louis, MO

Edward Jones

2022 - 2024 • 2 years

North Canton, OH

Johns Towing

2022 - 2022 • 1 year

Deerfield, OH

Chipotle

2021 - 2022 • 1 year

Ravenna, OH

Walsh university

2021 - 2021 • 1 year

North Canton, OH

Southeast Highschool

2016 - 2021 • 5 years

Diamond, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Justin R

CFP®

Canton, OH

JGR Financial Solutions

At JGR Financial Solutions, we know you need confidence that your financial game plan will carry you both to and through retirement. At this stage in your career, questions begin to pop up: Have we saved enough? Is our financial plan solid? Is my portfolio performing the way it needs to? Am I on track to live the life after retirement that I’ve dreamt of? It’s natural to feel a bit uneasy since every money move you consider at this stage can be costly. You deserve to have complete confidence that your financial plan will hold steady through your golden years. We understand everybody has a different definition of what financial success looks like and you’re trying your best to avoid the unknowns and making mistakes. You’ve worked hard and you deserve to spend your time how you want—both now and in the future. As a CERTIFIED FINANCIAL PLANNER practitioner and independent fiduciary who has helped hundreds of clients build a comprehensive retirement roadmap, we’ve seen firsthand that there are many things you can DIY, but making a plan for your money and retirement is not one of them. Ready to ensure your money is set up to actively create the life you want? Step 1: Discover During your discovery call, we'll unpack your goals, answer your questions, and map out a few helpful next steps. Step 2: Design We'll work one-on-one to turn those goals into a comprehensive retirement roadmap that will give you confidence and guide your retirement planning and financial decisions. Step 3: Deliver With your retirement roadmap in place, we'll implement everything and schedule routine check-ins to ensure your portfolio and plan stay on track. Schedule your discovery call today!

Wealth management General retirement planning Widow/Widower Baby Boomers (Born 1946-1964)
user avatar

Bret R

Series 66

Canton, OH

Rodgers Capital Management, LLC

Bret Rodgers is the sole advisor at Rodgers Capital Management, LLC in Canton, OH, holding a Series 66 designation with 14 years of industry experience. He also works as a disability aide, assisting handicapped individuals with daily activities. Rodgers Capital Management is an independent, state-registered investment adviser serving individual and charitable clients through discretionary portfolio management and limited consulting. The firm uses a statistical investment approach focused on volatility-correlation analysis across various asset classes and implements strategies including ETFs, equities, fixed income, and selective options hedging.

Options & derivatives strategies Passive / index investing Active portfolio management
user avatar

Robert E

Series 65

North Canton, OH

FSC Advisors LLC

Robert Everett is a financial advisor at FSC Advisors LLC in North Canton, OH, holding a Series 65 designation with 11 years of industry experience. He has worked at Wall Street Financial Group since 2002 and Financial Security Center Inc since 1997. Everett also operates an affiliated tax and insurance business and is an enrolled agent licensed to provide tax preparation and insurance products. FSC Advisors LLC serves individuals, families, trusts, and select institutional clients with asset management and financial planning services. The firm uses written investment policy statements to implement client strategies, offering model portfolios or fully customized allocations with discretionary authority.

Annuities General tax planning College savings (529s, UTMA, etc.)
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Giancarlo V

CFA®

North Canton, OH

Chiarezza Capital Management, LLC

Giancarlo Variola is a CFA® charterholder and founder of Chiarezza Capital Management, LLC, where he has provided investment management services since 2013. He has 12 years of industry experience and operates as the sole advisor at his independent firm based in North Canton, Ohio. Chiarezza Capital Management offers customized separate-account investment management to individuals, pension and profit-sharing plans, foundations, endowments, businesses, and trusts. The firm focuses on fundamental analysis to build concentrated equity portfolios primarily invested in U.S.-listed stocks, with additional allocations to ETFs, foreign equities, options, and U.S. government securities.

Active portfolio management Options & derivatives strategies
user avatar

Daniel B

Series 66

Canton, OH

Belden Financial, LLC

Daniel Belden is a financial advisor at Belden Financial, LLC in Canton, OH, holding a Series 66 designation with 19 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before founding Belden Financial in 2017. Belden Financial is an independent firm that provides discretionary portfolio management to individuals, high-net-worth clients, and investment companies, managing approximately $22 million across about 39 accounts. The firm uses a combination of fundamental, quantitative, modern portfolio theory, and technical analysis, with asset allocation spanning mutual funds, ETFs, equities, fixed income, and commodities, and incorporates options strategies aligned with client objectives.

Options & derivatives strategies Passive / index investing
user avatar

Anthony D

Series 63, Series 65, Series 66

Uniontown, OH

Deem Asset Management

Anthony Deem is the principal of Deem Asset Management, an independent advisory firm, with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including KeyBanc Capital Markets, Longbow Securities, and Diebold Nixdorf. Outside of his advisory work, he operates a residential rental business as the president of A2 Properties, LLC. Deem Asset Management provides fee-based portfolio management and hourly asset management consulting to a diverse client base that includes individual investors, pension and profit-sharing plans, foundations, charities, corporations, and other institutional accounts. The firm employs a proprietary AI-assisted equity research system and offers an AI consulting and development service alongside traditional financial planning and real estate investment analysis.

Active portfolio management Options & derivatives strategies Concentrated stock management Founder/Business Owner Retired
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