Nicholas Whitaker (CRD# 7360889) is an Investment Advisor Representative working at Jessup Wealth Management in Dayton, OH and has over 3 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jessup Wealth Management | Dayton, OH | Apr 2021 - Current | 3 |
| Commonwealth Financial Network | Waltham, MA | Apr 2021 - Jan 2023 | 1 |
| Ihs Markit | Raleigh, NC | Aug 2018 - Mar 2021 | 2 |
| Ipreo | Raleigh, NC | Jun 2015 - Aug 2018 | 3 |
| University Of North Carolina At Wilmington | Wilmington, NC | Jun 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- OH
-
Total Assets Under Management261MILLIONS
-
Total Number of Accounts387ACCOUNTS
-
Average Account Value$673,431
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, IL, IN, KY, LA, NY, OH, SC, TX, VA
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