linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Nicholas Joel King

TJB Wealth Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Nicholas? Claim Your Profile

About Nicholas Joel King

Nicholas King is a financial advisor with TJB Wealth Management LLC, registered in Pennsylvania. Nicholas is currently active in the investment advisory industry and holds the Series 65 designation. Nicholas has been in the financial industry since 2016 and specializes in financial planning and portfolio management for individuals. Nicholas is committed to providing tailored financial advice to help clients achieve their goals.

Firm Information

Nicholas King is currently registered with TJB Wealth Management LLC. TJB Wealth Management LLC is an independent financial advisor with 1 licensed agent and 1 investment adviser representative. The firm manages $12,023,087 in regulatory assets under management, with $7,963,081 being discretionary. The firm offers financial planning and portfolio management services for individuals. TJB Wealth Management LLC has a total of 98 accounts, of which 72 are discretionary. The firm primarily works with high-net-worth individuals and individuals other than high-net-worth.

$12.02M

Assets Under Management

Not reported

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.

check

financial planning services

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Nicholas King’s Registration & Firm History

PA

01/11/2024 - Present

TJB Wealth Management LLC (EAST STROUDSBURG PA)

Not sure if Nicholas Joel King is right for you?

Licenses & Designations

IA

Issued 12/29/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Joel King.
Not sure if Nicholas Joel King is right for you?