Jared Lee Nichols

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1998 → Present
  Nichols International Dba Outdoorsman.COm
  Logan, UT
• 12/2014 → Present
  United Planners' Financial Services
  Scottsdale, AZ
• 04/2005 → Present
  Nichols Capital
  Logan, UT
• 09/1997 → Present
  Jared Nichols Insurance
  Logan, UT

Previous Registrations

• 2005-08-01 → 2014-12-08
  Securities America Advisors, Inc.
  Logan, UT
  Logan, UT
• 2001-01-01 → 2005-04-04
  Zions Direct, Inc.
  Logan, UT

Other Businesses

1.) NICHOLS INTERNATIONAL DBA OUTDOORSMAN.COM - OWNER - BUSINESS IN UTAH FOR MARKETING - LOGAN, UT - SINCE 01/1998 - NOT INVESTMENT RELATED 2.) JARED NICHOLS - AGENT - INSURANCE SALES AND SERVICES - LOGAN, UT - SINCE 09/1997 - INVESTMENT RELATED 3.) NICHOLS CAPITAL - OWNER DBA NAME FOR MARKETING PURPOSES ONLY - MILLVILLE, UT - SINCE 04/2005 - INVESTMENT RELATED 4.) MILLVILLE NIBLEY CEMETERY DISTRICT - BOARD MEMBER - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - MILLVILLE, UT - SINCE 10/2024 - NOT INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-06
• S63 Uniform Securities Agent State Law Examination
  1998-02-17