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Jarod Wallace Nichols

Asset Guidance Group, LLC

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About Jarod Wallace Nichols

Jarod Wallace Nichols is an investment advisor representative with Asset Guidance Group, LLC. Jarod has been in the financial services industry since December 2012. Jarod is registered to provide investment advisory services in Georgia. Jarod has a Series 65 license. Jarod's specializations include fixed income, equities, mutual funds, investment advisory services, retirement planning, and financial planning.

Firm Information

Jarod Nichols is currently registered with Asset Guidance Group, LLC. Asset Guidance Group, LLC is an investment advisory firm with 2 licensed agents and 2 investment advisor representatives. They manage approximately $20 million in assets for 39 individuals. Their services include financial planning, educational seminars, market timing services, publication of periodicals, selection of other advisors, and portfolio management for individuals.

$20.00M

Assets Under Management

39

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees

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Jarod Nichols’s Registration & Firm History

GA

03/31/2022 - Present

Asset Guidance Group, LLC (ROSWELL GA)

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Licenses & Designations

IA

Issued 03/25/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jarod Wallace Nichols.
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