Jared Weston Chambers

Employer firm

Nicholas Wealth Management CRD 282635

$740M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 05/2016 → 12/2018
  Business Consulting For Family Business
  Marietta, GA
• 01/2019 → 11/2021
  Self-Employed
  Kennesaw, GA
• 11/2021 → Present
  Bluepath Capital, Llc
  Atlanta, GA
• 11/2021 → Present
  Nicholas Wealth Management
  Marietta, GA

Other Businesses

Client Service Representative; Licensed insurance agent; Investment related: No; 2859 Paces Ferry Rd Atlanta GA 30339 USA; 2022-01-15; Hours per month devoted to business during trading hours: 40; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-08

Other Names

• Jared W Chambers