Nathan Gertson has been an investment adviser representative at Jim MacKay Financial Planning since August 2024, and is not listed among the firm’s executive officers or direct owners.
Jim Mackay Financial Planning, LLC is a Springfield, MO firm with $176M under management, 71 clients and 2 advisers in one office, as of its March 2026 filing.
Nathan Gertson is Financial Planner of Jim MacKay Financial Planning, a role he has held since 2024. Earlier he was Chief Operations Officer at Legacy Letter Challenge from 2022 to 2024 and Director of Sales at Professional Insurance & Financial Services from 2016 to 2022.
- – present · 2 yearsSpringfield, MO · Adviser representative · Firm CRD 169583
Professional designations
Listed by Jim MacKay Financial Planning
- CFP®
Investment adviser representative registrations
Nathan Gertson is registered as an investment adviser representative in 2 states. The first approvals date from August 2024; the most recent is Texas, in February 2025.
- MissouriSince 6 August 2024
- TexasSince 28 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 May 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7966752
- Firm
- Jim MacKay Financial Planning · CRD 169583
- Office
- 2142 W. CHESTERFIELD BLVD, E201, Springfield, MO 65807
- Registration
- Investment adviser registration
- In the industry since
- August 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mackayfinancialplanning.com
Where does Nathan Gertson work?
Nathan Gertson is an investment adviser representative registered through Jim Mackay Financial Planning, LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Nathan Gertson a financial advisor?
Yes. Nathan Gertson has a current investment-adviser registration in Missouri and Texas, through Jim MacKay Financial Planning since August 2024.
How many years of experience does Nathan Gertson have?
Nathan Gertson has 2 years in the financial industry, since August 2024, across 1 adviser firm.
What exams has Nathan Gertson passed?
Nathan Gertson passed the Series 65 in May 2024.
Where is Nathan Gertson based?
Nathan Gertson’s registered office is in Springfield, MO.
Is Nathan Gertson registered with FINRA?
No. Nathan Gertson has no current broker registration.
Is Nathan Gertson a CFP?
Jim MacKay Financial Planning lists Nathan Gertson with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Nathan Gertson, CFP® biography, mackayfinancialplanning.com
How can I verify Nathan Gertson’s record?
Search CRD 7966752 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathan Gertson’s full registration record.