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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Whitaker is an Investment Advisor Representative at Jessup Wealth Management. Nicholas has been with the firm since April 2021. Nicholas holds a Series 65 license, obtained in May 2021, and is registered as an Investment Advisor Representative in Ohio. Nicholas specializes in providing financial planning, pension consulting, and portfolio management services to individuals and corporations. Nicholas has experience in the financial services industry since June 2011 and has worked with firms such as IHS Markit, Ipreo, and Commonwealth Financial Network.
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.
Helps you choose top advisors aligned with your financial goals.
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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OH
01/05/2023 - Present
Jessup Wealth Management (DAYTON OH)
IA
Issued 05/13/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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