John
Wylie
Nicholas Investment Partners, L.P
Answer a few questions and
get matched with an advisor.
About this Advisor
John Wylie is a financial advisor who works out of Rancho Santa Fe, California who has 15 years of industry experience. Wylie is an advisor for Nicholas Investment Partners, L.P. They have been with Nicholas Investment Partners, L.p for their whole career. Wylie maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in California. Nicholas Investment Partners, L.P is a registered investment company based out of Rancho Santa Fe, CA. The firm has offices in two locations and a total of 13 people on staff. It oversees $1 billion in assets across its 38 customer accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm serves five charities and foundations. Of its 38 customer accounts, 16% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Nicholas Investment Partners, L.P performs a broad assortment of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fees largely depend on which services are offered. Fees charged by Nicholas Investment Partners, L.P most likely consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Nicholas Investment Partners, L.P Brokerage Details
$1,246,514,745
13
38
$32,803,020
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
John Wylie Work History
John has been registered as a financial advisor for 15 years.*
Nicholas Investment Partners, Lp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Wylie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nicholas Investment Partners, L.P
Rancho Santa Fe, CA
Rancho Santa Fe, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
