Jared
Chambers

Nicholas Wealth Management

CRD#7454308
Investment Advisor
in Marietta, GA

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About this Advisor

Jared Chambers is a financial advisor based in Marietta, Georgia, working with Nicholas Wealth Management. Jared has previously held positions as a student, at One Main, in business consulting for a family business, and at Bluepath Capital, LLC. Jared has passed the Series 65 regulatory exam and is registered to provide services in Georgia. Currently, Jared is part of Nicholas Wealth Management, which operates out of Marietta, Georgia. The firm has 14 employees and manages assets totaling $203.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Nicholas Wealth Management includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

218 Roswell St Ne Suite 200
Marietta, GA 30060

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Nicholas Wealth Management Brokerage Details

Total Assets Under Management

$203,057,268

GA Average: $3,570,121,308
Total Number of Employees

14

GA Average: 58
Total Number of Accounts

1,473

GA Average: 1,608
Average Account Size

$137,853

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Jared Chambers Work History

2021 - Present (4 years)

Bluepath Capital, LLC

2016 - 2018 (2 years)

Business Consulting For Family Business

2015 - 2016 (1 year)

One Main

2014 - 2015 (1 year)

Student

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jared Chambers 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 Wealth Management

Aaron Gaines
Marietta, GA
Jared Chambers
Marietta, GA
Cynthia Panian
Marietta, GA
Graham Reynolds
Marietta, GA
Stephen Jones
Marietta, GA
David Nicholas
Marietta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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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.

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