Job Title: Financial Advisor
Designations: CFP®, CLTC
Office: Redwood City
Office: San Francisco
College planning, marriage, job promotions, retirement — Jedd has helped his clients through a range of milestones and life goals over his decade-long career. But no matter how different his clients’ vision for the future may be, his mission, as their advisor, remains the same: to be a partner they can trust and do whatever he can to help them succeed.
"There’s so much more to building a successful financial future than picking the next hot stock — it starts with a plan and being disciplined enough to stick with it."
- Jedd Nicolas
From an early age, Jedd was drawn to the ways in which financial planning and investing could help people achieve goals and outcomes they hadn’t originally thought were possible. “As a teenager, I remember being fascinated with the concept of investing to grow wealth,” he recalls. “As I got older, I learned there’s so much more to building a successful financial future than picking the next hot stock — it starts with a plan and being disciplined enough to stick with it.”
This principle — harnessing the power of a long-term plan and a sound, well-conceived investment strategy — has defined Jedd’s advisory work ever since. He first honed his skills as an investment advisor with the John Hancock Financial Network (JHFN) and eventually made the transition to service advisor for Pettinelli Financial Partners, one of the JHFN’s top firms. As an advisor for nearly 150 clients, Jedd gained a deeper understanding of holistic financial planning, client service and risk management, and brings that knowledge to his work with Hewins Financial.
Whether it’s retiring at age 60 or paying off student loan debt, Jedd’s experiences and deep-rooted compassion have equipped him to tackle his clients’ most complex financial challenges and develop creative solutions to help meet their needs.
A Career in Financial Planning, Client Service and Investment Management
- Financial Advisor, Hewins Financial Advisors
- Service Advisor, Pettinelli Financial Partners
- Investment Adviser Representative, John Hancock Financial Network (JHFN)
- Bachelor of Science (B.S.) in Corporate Finance and Financial Services, San Francisco State University
- Certifications: Certified Financial Planner™ (CFP®), Certified in Long-Term Care (CLTC) and holds the Series 7, 6, 63 and 65 licenses