Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Nicholls is a financial advisor currently registered with Boston Financial Management LLC and Captrust. Jay is a Chartered Financial Analyst and holds a Series 65 license. Jay has experience working with individuals, high-net-worth individuals, charitable organizations, corporations, investment companies, and pension and profit-sharing plans. Jay is also a consultant with The Marlborough Group, a UK-based investment company. Jay is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
09/06/2017 - Present
Boston Financial Management LLC (BOSTON MA)
IA
Issued 08/25/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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