Jamie Leanne F. Nicolas

VERITAS FINANCIAL CONSULTING LLC

MONROVIA, CA 91016

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CRD#: 7922605

Professional summary

Jamie Leanne Fradejas Nicolas, who also goes by Jamie Fradejas Nicolas, Jamie Nicolas, is a registered financial advisor currently at VERITAS FINANCIAL CONSULTING LLC located in Monrovia, California.

Jamie Leanne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jamie Leanne has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jamie Fradejas Nicolas | Jamie Nicolas

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Peanut N Jelly Technology Inc. not investment-related private residence in Monrovia, CA app development firm Marketing Analyst May 3, 2024 5-10 hours per month 0 hours during trading social media management, content creation, and marketing support

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Leanne Fradejas Nicolas's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 19, 2024 - Present

VERITAS FINANCIAL CONSULTING LLC

Office #1: 100 East Huntington Drive Suite 222, Monrovia, CA 91016

RIA

CRD#: 314363

MONROVIA, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/19/2024)

IAR

Louisiana
(10/4/2024)

IAR

Texas
(9/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/30/2024

Uniform Investment Adviser Law Examination

Current Firm

VERITAS FINANCIAL CONSULTING LLC

CRD#: 314363 / SEC#:

California

Registered Investment Advisory firm - (7/19/2021 Approved)

Louisiana

Registered Investment Advisory firm - (4/11/2024 Approved)

Texas

Registered Investment Advisory firm - (8/3/2021 Conditional Restricted)

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Contact information

Main Address

100 East Huntington Drive Suite 222, Monrovia, CA 91016

Mailing Address

Phone number

(626) 263-4232

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	200
AUM (Assets Under Management)	$ 74,224,719

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jamie Leanne F. Nicolas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Leanne Fradejas Nicolas's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERITAS FINANCIAL CONSULTING LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/30/2024

Current Firm

VERITAS FINANCIAL CONSULTING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VERITAS FINANCIAL CONSULTING LLC

TRUST BUT VERIFY

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