Jason Nicoloff

Senior Investment Advisor @First Merchants Corporation

Lafayette, IN, US
EMAILS
j••••••••@firstmerchants.com
MOBILE NUMBERS
+17•••••••68

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WORK HISTORY

Aug 2018 — Present

Senior Investment Advisor @First Merchants Corporation

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Lafayette, IN, US

Establish and manage an advisory practice for First Merchants Investment Services throughout Northern Indiana by providing sound investment advice and guidance to clients and customers; manage revenue and asset growth for ten banking centers; license, train, and mentor a retail platform sales team; create business building partnerships with retail & non-retail lines of business.250 Main StreetLafayette, Indiana 47901Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is not affiliated with the financial institution where investment services are offered. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. INVESTMENTS ARE:*NOT FDIC/NCUSIF INSURED *MAY LOSE VALUE *NOT FINANCIAL INSTITUTION GUARANTEED *NOT A DEPOSIT *NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. For more information concerning the services your financial representative is able to offer, please see FINRA Brokercheck or Form ADV Part 2B.

SKILLS

BankingMutual FundsPortfolio ManagementSeries 6InsuranceFinanceLeadershipAsset ManagementInvestmentsFinancial AdvisoryFinancial ServicesCrmStrategic Financial PlanningManagementFixed AnnuitiesStrategic PlanningBusiness DevelopmentRecruitingWealth ManagementRetirement PlanningMarketingSeries 7Sales

ABOUT JASON NICOLOFF

Highly motivated sales professional with extensive sales management, marketing…

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