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Advisors / Idaho / Meridian
1yr

Nicholas Marks

Financial advisor at Edward Jones

Nicholas Marks has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Meridian, Idaho. Nicholas joined Edward Jones in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.

One of 223 advisors with offices in Meridian, and one of 212 fiduciaries.

Meridian, ID 83642Fiduciary advisor
Call the officeDirections

At a glance

Experience1 years (since 2025)
How that compares ?1 years in the industry
Office1710 S Wells Ave Suite 100, Meridian, ID 83642
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 ?1 state

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 66Uniform Combined State Law Examination

Career

  1. Oct 2025 – now
    Edward JonesCurrent firm

Questions to ask Nicholas

Tailored to Nicholas’s registration and firm.

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

My notes and scorecard

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About Nicholas

How do I contact Nicholas?

Call Nicholas’s local office at (208) 884-5218 or the Edward Jones main office at (314) 515-2000, and ask for Nicholas Marks.

How long has Nicholas been a financial advisor?

Nicholas has been in the industry since 2025, about 1 years. 1 years in the industry.

What licenses does Nicholas hold?

Series 66. Tap any license on this page to see what it allows.

Is Nicholas a fiduciary?

Nicholas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Nicholas paid?

Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Nicholas 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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