About Jarod W Nichols

 Jarod W Nichols, CFP® Candidate

Hi, I’m Jarod W. Nichols, and my mission is to help clients achieve financial security through tailored, goal-oriented strategies. As a problem solver at Asset Guidance Group, I work closely with clients to navigate their financial challenges and align their portfolios with strategies like StormBeacon and BeaconGuard, which are designed to balance growth potential and risk tolerance.

I graduated from Arizona State University with a Bachelor of Arts in Communication and have completed the Certified Financial Planning curriculum at the University of Georgia’s Terry College of Business, where I earned a perfect 100% passing score on the Financial Plan final project. I am scheduled to sit for the CFP® exam in late Fall 2024, continuing my journey toward becoming a Certified Financial Planner™ Professional.

I hold a FINRA Series 65 registration, along with insurance and annuity licenses in multiple states. I am also a Notary Public in Fulton County, Georgia. I bring a deep understanding of risk management, portfolio optimization, and personalized financial planning.

My passion lies in helping clients find the right investment strategies, whether they seek growth opportunities through StormBeacon or prioritize protecting their wealth with BeaconGuard. My approach is rooted in understanding each client’s unique financial situation and providing personalized guidance that ensures their investments align with their long-term goals.

Outside of work, I am dedicated to continuous learning and staying at the forefront of the financial planning industry. I believe that a well-informed and personalized strategy is key to helping clients achieve financial success, and I look forward to bringing that commitment to every client relationship.

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