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Nicholas Jon Dewsnap

Churchill Management Group

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About Nicholas Jon Dewsnap

Nicholas Dewsnap is a financial advisor registered with Churchill Management Group. Nicholas has over 10 years of experience in the financial services industry. Nicholas has been registered with Churchill Management Group since 2016. Previously, Nicholas was registered with J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., and AMERIPRISE FINANCIAL SERVICES, INC. Nicholas holds a Series 66, Series 7, and SIE license. Nicholas specializes in providing financial planning, portfolio management for individuals, portfolio management for businesses, and portfolio management for pooled investment vehicles.

Firm Information

Nicholas Dewsnap is currently registered with Churchill Management Group. Churchill Management Group is an investment advisory firm based in Los Angeles, California. The firm manages over $10 billion in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Churchill Management Group provides a variety of services, including financial planning, portfolio management, and wrap fee programs.
Churchill Management Group

5900 WILSHIRE BLVD.

LOS ANGELES, CA 90036

$10.08B

Assets Under Management

28

Total Clients

37

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Nicholas Dewsnap’s Registration & Firm History

WI

11/01/2024 - Present

Churchill Management Group (Waukesha WI)

WI

10/01/2012 - 04/28/2016

J.P. MORGAN SECURITIES LLC (WAUKESHA WI)

WI

01/22/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (WAUKESHA WI)

WI

08/12/2005 - 01/22/2010

AMERIPRISE FINANCIAL SERVICES, INC. (BROOKFIELD WI)

MN

08/12/2005 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/25/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/28/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Jon Dewsnap.
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