linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stephen Aaron Jones

Nicholas Wealth Management

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

About Stephen Aaron Jones

Stephen Aaron Jones is a registered investment advisor representative with Nicholas Wealth Management. Stephen has been in the financial services industry for over five years, with experience at Clifton Larson Allen, Moore Colson, and BluePath Capital. Stephen holds the Series 65 license, Uniform Investment Adviser Law Examination, and is registered with the state of Georgia. Stephen specializes in providing financial planning and investment advice for individuals, high-net-worth individuals, and investment companies. Stephen is also an active writer and speaker on financial topics. Stephen is committed to helping clients achieve their financial goals.

Firm Information

Stephen Jones is currently registered with Nicholas Wealth Management. Nicholas Wealth Management is a financial advisory firm located in Marietta, GA. Founded in 2009, the firm provides comprehensive financial planning and investment management services to individuals, families, and institutions. They offer portfolio management, retirement planning, and educational seminars. Nicholas Wealth Management manages over $203 million in assets and serves over 1,473 clients. They are a registered investment advisor with the SEC and are also a member of the Financial Industry Regulatory Authority (FINRA).
Nicholas Wealth Management

218 ROSWELL ST NE

MARIETTA, GA 30060

$203.06M

Assets Under Management

Not reported

Total Clients

7

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

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

radio/podcasts

Radio/podcasts

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.

check

other

Educational seminar fees charged per seminar. selection of tpmm

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.

Stephen Jones’s Registration & Firm History

GA

09/13/2022 - Present

Nicholas Wealth Management (MARIETTA GA)

Not sure if Stephen Aaron Jones is right for you?

Licenses & Designations

IA

Issued 07/19/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Aaron Jones.
Not sure if Stephen Aaron Jones is right for you?