Nicholas S Whitaker
Investment adviser representative at Jessup Wealth Management
11 yearsExperience
1 stateRegistered in
$360.2MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Jessup Wealth ManagementApr 2021 to now
- Commonwealth Financial NetworkApr 2021 to Jan 2023
- Ihs MarkitAug 2018 to Mar 2021
- IpreoJun 2015 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (OH).
Jessup Wealth Management
Legal name: Jessup Wealth Management, Inc.
$360.2MAssets managed
411Clients
7Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7360889
- Firm CRD
- 323035