Jason Nichols, financial advisor Knoxville MD
93 score

Jason Nichols

CRD Number: 5401068
Current Firm: Global Financial Private Capital, LLC

Jason Nichols (CRD# 5401068) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Knoxville, MD and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Global Financial Private Capital, LLC Sarasota, FL Mar 2010 - Current 6
Linsco/private Ledger Corp. Damascus, MD Oct 2007 - Current 9
Uvest Financial Services Group, Inc. Charlotte, NC Sep 2007 - Oct 2007 < 1
Sandy Spring Bank Olney, MD Sep 2007 - Oct 2007 < 1
First Command Finanical Services Fort Worth, TX Jul 2007 - Sep 2007 < 1
First Command Financial Planning Fort Worth, TX Jul 2007 - Sep 2007 < 1
Nichols Home Improvement Frederick, MD Feb 2005 - Sep 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S65 NASAA Investment Advisors Law Examination Oct 2007
Contact Info for Jason S. Nichols
Phone Number: 866-641-2186
Firm Website: http://www.gf-pc.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    5,864
    MILLIONS
  • Total Number of Accounts
    66,671
    ACCOUNTS
  • Average Account Value
    $87,959
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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