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Jared Nicholson

Confluence Financial Partners

Mcmurray, PA

Mcmurray, PA

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Current Employers
Confluence Financial Partners

732 E Mcmurray Rd, Mcmurray, PA 15317 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-04-15
  • PA RA
    APPROVED
    Since 2025-04-15

Branch Locations

732 E Mcmurray Rd, Mcmurray, PA 15317 • United States

732 E Mcmurray Rd, Mcmurray, PA 15317 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Confluence Wealth Services Mcmurray PA 01/2025 06/2025
Upper St Clair School District Pittsburgh PA 08/2015 01/2025
Lifestyle Marketing Pittsburgh PA 03/2024 01/2025
Confluence Wealth Services Pittsburgh PA 06/2025 Present
  • 01/2025 → 06/2025
    Confluence Wealth Services
    Mcmurray, PA
  • 08/2015 → 01/2025
    Upper St Clair School District
    Pittsburgh, PA
  • 03/2024 → 01/2025
    Lifestyle Marketing
    Pittsburgh, PA
  • 06/2025 → Present
    Confluence Wealth Services
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-15
  • S65 Uniform Investment Adviser Law Examination
    2025-04-15

View on SEC IAPD

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Other Offices

STRATOS WEALTH PARTNERS, LTD · McMurray, PA
OSAIC WEALTH, INC. · MCMURRAY, PA
ILG PRIVATE WEALTH, INC. · MCMURRAY, PA
CETERA INVESTMENT ADVISERS LLC · CANONSBURG, PA
LPL ENTERPRISE, LLC · MCMURRAY, PA
LPL FINANCIAL LLC · MCMURRAY, PA
J.P. MORGAN SECURITIES LLC · Canonsburg, PA
LPL ENTERPRISE, LLC · MCMURRAY, PA

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