Edward Jones-Financial Advisor: Ashlie Nader
How we got $1.0M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Some signs of a sale
- In business 31 years (since 1995)
From public records and the company's website, not a statement that it's for sale.
What they do
Ashlie D Nader is a CFP and CRPS financial advisor with Edward Jones in Edmond, OK, focusing on retirement savings, military professionals and veterans, entrepreneurs and business owners, charitable giving, estate and legacy strategies, and business retirement plans.
From the company's website. Industry: Financial advisors.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Edward Jones-Financial Advisor: Ashlie Nader this business | $1.1M | — |
| HEALTHCREST SURGICAL MANAGEMENT, LLC Edmond · 23 employees | $16.9M | 0.5 mi |
| SHEPHERD WEALTH ADVISORY Edmond · 1 employees | $940K | 0.6 mi |
| TORTUGA HOLDINGS, LLC Edmond · 1 employees | $559K | 0.6 mi |
| BAKER WEALTH STRATEGIES Edmond · 3 employees | $1.4M | 0.8 mi |
| DISTINCT WEALTH MANAGEMENT LLC Edmond · 2 employees | $1.1M | 1.0 mi |
| MALONEY & DENNIS WEALTH PARTNERS LLC Edmond · 3 employees | $1.9M | 1.0 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $1.0M |
| Multiple for this size and industry | 2.3× |
| Value range | $334K – $1.6M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Portfolio Management and Investment Advice businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.
| Revenue range | $441K – $1.4M |
| EBITDA range | $181K – $585K |
| Industry (NAICS) | Portfolio Management and Investment Advice (523940) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Edward Jones-Financial Advisor: Ashlie Nader
Edward Jones-Financial Advisor: Ashlie Nader is a financial advisors company in Edmond, Oklahoma, in business since 1995. Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. Its estimated business value is $1.0M (likely range $334K–$1.6M).
Common questions
- Who owns Edward Jones-Financial Advisor: Ashlie Nader?
- The owner of Edward Jones-Financial Advisor: Ashlie Nader isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
- How much revenue does Edward Jones-Financial Advisor: Ashlie Nader make?
- SeeBITDA estimates Edward Jones-Financial Advisor: Ashlie Nader's annual revenue at about $1.1M (likely between $441K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Edward Jones-Financial Advisor: Ashlie Nader worth?
- About $1.0M, roughly 2.3× its estimated EBITDA of $435K, typical for a financial advisors company its size. Likely range: $334K–$1.6M.
- When was Edward Jones-Financial Advisor: Ashlie Nader founded?
- Edward Jones-Financial Advisor: Ashlie Nader has been in business since 1995.