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 out of Marietta, Georgia with a total of 2 years of relevant experience. Chambers works at Nicholas Wealth Management. The advisor has gained experience at Student, Newburger-Andes Inc, One Main, Business Consulting For Family Business and Bluepath Capital, LLC. Chambers holds a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in Georgia. Nicholas Wealth Management is an advisory business based in Marietta, GA. It oversees $142 million in assets under management between its 1,222 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,222 client accounts, just 5% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers and educational seminars. Financial advisory fee schedules largely depend on which services the firm provides the client. Fee types charged by Nicholas Wealth Management likely include asset-based, hourly, fixed, performance-based and other fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based 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

$142,393,104

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

13

GA Average: 58
Total Number of Accounts

1,222

GA Average: 1,608
Average Account Size

$116,525

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
  • Educational seminars/workshops

Jared Chambers Work History

Jared has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Bluepath Capital, LLC

2016 - 2018 (2 years)

Business Consulting For Family Business

2015 - 2016 (1 year)

One Main

2014 - 2015 (1 year)

Student

2013 - 2014 (1 year)

Newburger-Andes Inc

2011 - 2013 (2 years)

Student

*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 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

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

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.

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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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