CJ
Craig Jennings
Financial Planning Specialist at Nicholas Wealth Management
View Craig's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Financial Planning Specialist
Feb 2020 - Present · 4 years and 11 months
Advisor
Apr 2015 - Present · 9 years and 9 months
Business Development Specialist
Jul 2014 - Apr 2015 · 9 months
Company Details
Nicholas Wealth Management is a full service financial and retirement planning firm. Our investment model, coupled with our singular focus on safety of principal creates a unique and comprehensive wealth management solution for our clients. Nicholas Wealth Management was founded with the goal of creating a wealth management firm that addresses the weaknesses in the services provided by traditional investment management firms: namely, risk and loss of principal, inferior investment performance, inflexible and inactive portfolio advising and insufficient client service. At Nicholas Wealth Management we serve our clients financial needs with the highest degree of specialized service. No two clients are alike and our unique approach tailors financial plans with specialized attention to meet the need of our most sophisticated clients. Securities offered through World Equity Group, Member FINRA/SIPC. Investment advisory services offered through BluePath Capital Management, LLC and Triumph WealthAdvisors. Nicholas Wealth Management, BluePath Capital Management and Triumph Wealth Advisors are separate entities and are not owned or controlled by World Equity Group, Inc.
Year Founded
2008
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Insurance and Employee Benefit Funds, Finance and Insurance, Financial Industry Supplies
HQ Location
218 Roswell St NE Suite 200 Marietta, GA 30060, US
Keywords
Financial AdvisingWealth ManagementInsurancePortfolio Management
Discover More About Cleveland Clinic

Find verified contacts of Craig Jennings in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.