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Nightingale, Jerry (Palo Alto)


Nightingale, Jerry is an adviser based in Palo Alto. It manages $24.6 million of regulatory assets for 115 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.




Nightingale, Jerry provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Nightingale, Jerry: assets under management

The assets under management (AUM) of Nightingale, Jerry is $24.6 million. The firm's AUM has gone down by -30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $23.9 million in discretionary accounts and $700 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $239 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $46.67 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Nightingale, Jerry for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Palo Alto

The principal office where Nightingale, Jerry performs its advisory services is located at 2600 El Camino Real, Suite 220, Palo Alto, CA 94306, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-843-0760 or by fax 650-843-0761. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.


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