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Advisors / Wisconsin / Madison
21yrs

Nathan Eisner

Financial advisor at Edward Jones

Based in Madison, Wisconsin, Nathan Eisner is a financial advisor with 21 years of industry experience. Nathan has been with Edward Jones since 2005. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.

One of 702 advisors with offices in Madison.

Madison, WI 53718Top 19% by experience at Edward Jones
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At a glance

Experience21 years (since 2005)
How that compares ?Top 19% by experience at Edward Jones
Office5133 W Terrace Dr Suite 101, Madison, WI 53718
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states

Services through Edward Jones

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. 2005 – now
    Edward JonesCurrent firm

Questions to ask Nathan

Tailored to Nathan’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Nathan

How do I contact Nathan?

Call Edward Jones at (314) 515-2000 and ask for Nathan Eisner. Nathan works from the Madison, WI office.

How long has Nathan been a financial advisor?

Nathan has been in the industry since 2005, about 21 years. Top 19% by experience at Edward Jones.

What licenses does Nathan hold?

Series 63. Tap any license on this page to see what it allows.

Is Nathan a fiduciary?

Nathan is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Nathan paid?

Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Nathan for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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