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Inactive

Stephen Aaron Jones

Nicholas Wealth Management

Marietta, GA

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Current Employers
Nicholas Wealth Management

218 Roswell St Ne Suite 200, Marietta, GA 30060 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-09-13
  • GA RA
    APPROVED
    Since 2022-09-13

Branch Locations

218 Roswell St Ne Suite 200, Marietta, GA 30060 • 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
Clifton Larson Allen Lake FL 01/2018 05/2018
Moore Colson Loganville GA 08/2018 11/2021
Bluepath Capital, Llc D/B/A Nicholas Wealth Management Atlanta GA 12/2021 Present
High School/College Loganville GA 08/2010 05/2018
  • 01/2018 → 05/2018
    Clifton Larson Allen
    Lake, FL
  • 08/2018 → 11/2021
    Moore Colson
    Loganville, GA
  • 12/2021 → Present
    Bluepath Capital, Llc D/B/A Nicholas Wealth Management
    Atlanta, GA
  • 08/2010 → 05/2018
    High School/College
    Loganville, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-19
  • S65 Uniform Investment Adviser Law Examination
    2022-07-19

View on SEC IAPD

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Other Investors

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JOHN MICHAEL DICZOK
LOIS ANN BAFAS
CHRISTOPHER DENNIS WRIGHT
BENITO CANALES
Erica L Carson

Other Offices

SENTARA CAPITAL · MARIETTA, GA
ANOVEST INVESTMENT ADVISORS · MARIETTA, GA
THIRD ACT RETIREMENT PLANNING, INC. · MARIETTA, GA
OSAIC WEALTH, INC. · MARIETTA, GA
WELLS FARGO CLEARING SERVICES, LLC · MARIETTA, GA
EDWARD JONES · Marietta, GA
FIFTH THIRD SECURITIES, INC. · MARIETTA, GA
TRUIST ADVISORY SERVICES, INC. · MARIETTA, GA

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