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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jedd? Claim Your ProfileJedd Nicolas is a financial advisor currently working at Mercer Global Advisors Inc. in Denver, CO. Jedd has over 15 years of experience in the financial services industry. Previously, Jedd was registered with Royal Alliance Associates, Inc. and Signator Investors, Inc., both in Redwood City, CA. Jedd has a strong educational background, having passed the Series 6, 7, 63 and 65 exams and the SIE exam. He is also a Certified Financial Planner. Jedd's expertise encompasses a broad range of financial services, including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and trust services. Jedd's focus is on meeting the needs of high-net-worth individuals, corporations, pension plans, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Trust services, estate planning, tax return preparation, consultation
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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2
CA
04/20/2022 - Present
Mercer Global Advisors Inc. (Walnut Creek CA)
CA
11/02/2018 - 05/03/2022
ROYAL ALLIANCE ASSOCIATES, INC. (REDWOOD CITY CA)
CA
10/16/2018 - 11/02/2018
SIGNATOR INVESTORS, INC. (REDWOOD CITY CA)
CA
06/02/2016 - 05/15/2018
HEWINS BROKERAGE SERVICES, LLC (Redwood City CA)
CA
07/17/2006 - 01/20/2016
SIGNATOR INVESTORS, INC. (REDWOOD CITY CA)
IA
Issued 05/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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