Jared is the Client Advisor here at Nicholas Wealth Management. Jared joined Nicholas Wealth Management as Client Service Coordinator in 2021, bringing a range of experience from commercial real estate transactions to niche equity derivative strategies.
Jared is a registered Investment Advisor (IAR) and Insurance Agent, holding various licenses/designations such as: FINRA SIE & Series 65, State of Georgia Insurance Agent (Licensed for Life, Health, Accident, and Variable insurance), and a Lean Six Sigma Yellow Belt. Jared earned his Bachelor’s degree in Business Management with a minor in Finance from Kennesaw State University, where he was actively involved in the Integrated Business Leadership Program and participated in various philanthropic initiatives.
Recognizing that each client has unique needs before and throughout their retirement journey, Jared dedicates himself to holistically understand each client situation presented. He strives to provide a tailor-fit client experience through proactive annual reviews and execution of retirement portfolio changes and updates. Jared’s mission is to ensure each client has a clear understanding of how their portfolio’s composition of investments and strategy align with their retirement goals.
Jared grew up in the Marietta area, and currently lives in Kennesaw. Outside of the office, you can find him enjoying the outdoors, entertaining one of his many hobbies, or combing through market research at home.
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