Nicholas Jones
Licensed Finance Professional | Series 7 & 66 | Client Service Associate at UBS | Aspiring Wealth Manager
- Role
- Client Service Associate at UBS
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Nicholas Jones
I’m a licensed finance professional (SIE, Series 7, Series 66) currently working at Fidelity Investments, where I assist retirement plan participants in navigating their 401(k) plans and connecting them with personalized planning resources. With a foundation in client service, account operations, and retirement planning support, I’m eager to grow into a wealth management role where I can build meaningful, long-term relationships and offer strategic financial advice. I thrive in fast-paced environments, enjoy working with people, and am passionate about helping clients feel more confident in their financial future.
Experience
Client Service Associate
Aug 2025 — Present · Columbus, OH, US
Education
University of Dayton
Bachelor of Business Administration - BBA, Finance, General
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