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Jennifer N

CFA®, Series 63

Highlands Ranch, CO

William Blair

Jennifer Nichols is a financial advisor at William Blair with a CFA® designation and Series 63 license. She has 12 years of industry experience, including 10 years at Janus Henderson Investors and 2 years at William Blair. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing active, research-driven strategies across equities, fixed income, and alternatives.

Private / alternative investments Wealth management Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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