
Jeff Nash, CFP®, CPA
Founder · President and Chief Investment OfficerJeff Nash founded Nashional Investments in 2017 and serves as its President and Chief Investment Officer. He is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Public Accountant with more than 20 years of experience in tax planning, financial advising, retirement planning and investment management.
Jeff oversees the firm's investment strategy across alternative and traditional portfolios, from DSTs, Opportunity Zone funds, private markets and structured notes to stocks, bonds and ETFs. His Master of Taxation shapes how the firm works: every recommendation is weighed for its after-tax result, not just its headline return.
Jeff is also a founding partner of Nashional Tax Planning and a co-founder of Fiduciary Financing. He is based in McKinney, Texas.
- CERTIFIED FINANCIAL PLANNER®
- Certified Public Accountant, Texas
- Investment Adviser Representative, Series 65 and Series 66
- General Lines Agent, life insurance and annuities
- Master of Taxation, Mississippi State University
- BA, Political Science, University of Oklahoma
