Nathan Daniel Nichols

Employer firm

Johnson Investment Counsel, Inc. CRD 117054

$23.0B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• 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

• 09/2013 → 08/2018
  Student
  Cincinnati, OH
• 08/2018 → 05/2022
  University Of South Carolina
  Columbia, SC
• 06/2017 → 08/2019
  Western Hills Country Club
  Cincinnati, OH
• 05/2020 → 08/2020
  Johnson Investment Counsel
  Cincinnati, OH
• 06/2021 → 08/2021
  Ups
  Cincinnati, OH
• 04/2022 → 04/2022
  Augusta National Golf Course
  Augusta, GA
• 06/2022 → Present
  Johnson Investment Counsel
  Cincinnati, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-04

Designations

• Certified Financial Planner